Welcome!

Successful Money Strategies offers a full service and unique financial planning experience focusing on a holistic approach encompassing virtually all of your money issues.  Located in Fall River - the heart of the Southcoast, our clients are located all over Southern New England as well as New Hampshire, Maine and Florida.

 

About Us

We are an independent financial advisory firm.  Independent means we don’t answer to a home office or Wall Street CEO.  We answer to you. .

Read More

The Biggest Financial Mistakes Retirees Make

Planning is the single, most effective technique to have a safe and secure retirement!

Read More

We are hands-on at every step.  Retirement is something you only get one shot at.  You can’t go back to work for another ten years if it doesn’t work out. 

Read More