What if your financial plan could reflect your heart as well as your goals?

Philanthropy isn’t just a charitable act — it’s a strategic tool for high-net-worth individuals to:
💠 Reduce estate and income taxes
💠 Involve the next generation in meaningful decision-making
💠 Create lasting social and community impact
💠 Ensure your legacy reflects more than numbers

At Beauport Financial, we help you craft a plan that honors your values and amplifies your influence — for today and tomorrow. Let’s start crafting your plan today. Give us a call at 978-283-0748 to schedule a meeting or visit: Estate Planning – Beauport Financial Services for more information.

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