We are a fee based financial planning and wealth management firm located in Natick, Massachusetts. Our personalized planning approach allows us to develop and implement customized and comprehensive strategies aimed at aligning our clients' goals, resources, and behaviors. We believe the dominant factor in determining long-term financial success is not market performance, but rather an individual’s own behavior to financial events. We are passionate about helping individuals and families solve problems and achieve their dreams. Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC, and a registered investment advisor. Additional advisory services, tax preparation, fixed and/or traditional insurance services offered through Kaizerman & Associates, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.