Molly has been providing wealth management and tax services to individuals and businesses at Boulay since 2004. She is recognized for her passionate pursuit of creative financial planning strategies that help her clients reach their financial goals. Molly has specific expertise in the areas of social security and retirement planning. She assists clients in defining and achieving their financial goals and objectives, and she consults with clients regarding qualified and non-qualified retirement plans, education funding, social security and retirement planning. Molly also helps clients manage their financial risks by identifying appropriate insurance, investment, tax, and estate planning strategies.
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