Interactive Financial Planning
Tom Licciardello has been providing financial services to his clients since 1981. He is a Registered Investment Advisory Agent with Compass Capital Corporation, a Registered Investment Advisory Firm, member FINRA, SIPC.
He has served as the President of the Merrimack Valley Estate Planning Council, and as an adjunct faculty member at Northeastern University where he taught Estate Planning, and was the host of “The Bottom Line”, a financial planning radio show.
Crissy Licciardello Lippman has been working in health insurance industry since 2000. She graduated magna cum laude from the University of Massachusetts in 1999 earning her Bachelors of Science degree in Psychology. She joined Tufts Health Plan in 2000 in their Professional Relations Department, where she worked directly with the plan’s physicians and hospitals for five years before joining LFS.
I was recently interviewed for an article about the advantages of Health Savings Accounts. This is a tremendous planning idea that simply hasn’t got much traction….yet. Read the article by clicking on link below: HSA’s and High Deductible Health Plans