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Thank you for visiting my web site. My name is Nathaniel Tilton and I am a personal financial advisor with American Express Financial Advisors in Waltham, Massachusetts.

Achieving Financial Success

As a finacial advisor, I have had the unique opportunity to work with all types of people in order to help them achieve financial success.

Financial planning begins with a solid game plan - a blueprint for achieving success. Through the course of your life, the game plan may change, but without some direction you will probably go nowhere.

As a personal financial advisor, I am much like a personal fitness trainer. I can show you what it takes to be successful and I will certainly be there, every step of the way, to help push you to take action in your life; however, it is ultimately up to you to get up and do what it takes to achieve your goals.

Part of my job as a financial advisor is to help people identify their specific financial goals, develop a sound financial plan, and develop a long-term relationship in which we monitor, track and adjust their financial plan. I help people properly manage taxes, inflation, asset management, income protection, and risk management.

There's no get rich quick scheme. My responsibility is not to put together a fancy and exciting portfolio for you. I help people reach financial goals through solid research and proper planning.

These are some common goals that I work with people to achieve:

- Saving for retirement
- Saving for a new home
- Saving for children's education
- Managing taxes
- Reducing debt
- Estate planning
- Insuring against sickness, injury or premature death
- Building a cash reserve
- Asset allocation

In addition, I provide ongoing service for day to day financial issues, such as:

- Buying or leasing a new car
- Job transition / layoff / stock options
- Retirement distributions
- Life changes (marriage, children, divorce)

If you live in, or are relocating to, New England, and you are serious about doing better for yourself financially, I urge you to consider financial planning for yourself.

If you have any questions about financial planning, or if you would like to request a complimentary consultation, please contact me at (781) 684-3768or via e-mail at nathaniel.j.tilton@aexp.com.

Who am I?

Name:    Nathaniel Tilton
Title:    Personal Financial Advisor
Phone:    (781) 684-3768
E-mail: nathaniel.j.tilton@aexp.com

Qualifications:
- Series 7 license
- Series 66 license
- Life insurance license
- Accident insurance license
- Health insurance license
- Fully licensed as a stockbroker with the NASD and SEC
- Licensed in the states of Massachusetts, Maine, New Hampshire, New York and Ohio.

Prior to working with American Express Financial Advisors, I worked with professional athletes from the NBA, NHL, NFL, MLB, MLS, PGA and Olympics to help enhance their financial portfolios.

Specializations:
- Retirement planning (401k, 403b, Roth IRAs)
- Education planning (529 Plans)
- Asset Allocation (Mutual Funds, Equity Securities)
- Protection Planning (Life, Disability)

Personal:
Originally from Kennebunkport, Maine, I graduated from the University of New Hampshire in 1994 with degrees in Business Administration and Sport Management. I married my wife Suzanne in July 2000 in Shaker Heights, Ohio. We live in Davis Square in Somerville, Massachusetts. My interests include golf, reading, listening to music and travelling.

Who can benefit from Financial Planning?

In short, everyone can benefit:

- Newlyweds starting their lives together
- New parents planning for their children's future
- Employees approaching retirement
- Human Resource Departments looking for added value seminar opportunities
- People saving for a new home or major purchase
- Workers in a job transition
- People paying more in taxes then they should
- Self-employed individuals

Anyone that wants to do better for themselves financially should consider a complimentary consultation to discuss the benefits of financial planning.