SMB Financial Strategies

SMB Financial Strategies 💼 Financial + Investment Guidance
💰 Plan, grow & preserve wealth
🗓️ Book a free Discovery Call below! Securities offered through LPL Financial, Member SIPC

Welcome, I’m Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to help clients make strategic financial decisions. I’ll take the time to listen and understand your goals, and help you build a plan to pursue them. My clients choose to work with me because I am honest, helpful, and a CERTIFIED FINANCIAL PLANNER™. This credential demonstrates my co

mmitment to my clients and my profession — symbolizing the integrity, knowledge and excellent service I strive to deliver. My independence affords you the benefit of personalized investment strategies. Being independent means I am free to recommend only those products and services that address my clients’ needs. Access to independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals. With increasing uncertainty in today’s financial markets, these are the times when you most need independent advice. Contact me today to learn more about how I can help you pursue your financial goals. CRPC conferred by College for Financial Planning. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

In observance of Juneteenth, our office will be closed on Friday, June 19.As we honor this important day in our nation’s...
06/18/2026

In observance of Juneteenth, our office will be closed on Friday, June 19.

As we honor this important day in our nation’s history, we wish you and your loved ones a meaningful and reflective holiday.

We’ll be back in the office on Monday, June 22.

In this month’s blog, we’re sharing a simple but important reminder: financial planning isn’t just about preparing for t...
06/17/2026

In this month’s blog, we’re sharing a simple but important reminder: financial planning isn’t just about preparing for the future, it’s also about enjoying life today.

As summer invites us to slow down, travel, and spend time with the people we care about most, we explore how a solid financial plan can help you enjoy these moments with confidence. From intentional spending to mid-year financial check-ins, this blog highlights the importance of balancing future goals with present-day experiences. ☀️

July book club pick 📚We’re reading The Personal Librarian by Marie Benedict and Victoria Christopher Murray. A captivati...
06/16/2026

July book club pick 📚

We’re reading The Personal Librarian by Marie Benedict and Victoria Christopher Murray. A captivating historical novel inspired by the remarkable true story of Belle da Costa Greene, the woman who became J.P. Morgan’s personal librarian and one of the most powerful figures in the art world.

Filled with ambition, resilience, secrets, and history, this fascinating read explores identity, courage, and the sacrifices we make to pursue our dreams. Let us know you're coming using the link in the comments or on our events page! 👈

Book club is happening tonight!We’re diving into Attachments by Rainbow Rowell. A sweet, witty story about connection, t...
06/11/2026

Book club is happening tonight!

We’re diving into Attachments by Rainbow Rowell. A sweet, witty story about connection, timing, and the unexpected ways relationships unfold. It’s light, charming, and full of moments that make you smile (and maybe think a little, too).

Whether you finished it or are just getting into it, we can’t wait to hear your thoughts. See you tonight!

Some happy news around the office! 💍We are celebrating our amazing servicing advisor, Liana on her engagement! Love is i...
06/10/2026

Some happy news around the office! 💍

We are celebrating our amazing servicing advisor, Liana on her engagement! Love is in the air and we couldn’t be more excited!!

Join us in celebrating this exciting next chapter for her. We’re so happy for the future Mr. & Mrs. 💕

Estate planning tends to be one of those things people put off.“I’ll get to it later”“I already have a will”“I’m not the...
06/03/2026

Estate planning tends to be one of those things people put off.

“I’ll get to it later”
“I already have a will”
“I’m not there yet”

But it’s not just about later.

It’s about having things in place for the moments you don’t see coming.

Especially when life starts to look a little different: maybe you’ve bought a home, started a family, or just have more going on than you used to.

A will is a great start, but it doesn’t cover everything.
A full estate plan helps make sure:
• The right people can step in if needed
• Your accounts and beneficiaries are aligned
• Everything works the way you actually intend

That’s where a full plan comes in, making sure the right people can step in if needed, and everything is aligned behind the scenes.

Save this for later if this is something you’ve been meaning to get to or reach out if you want to walk through it together. 💚

At SMB, we’re always looking for ways to better support our clients and make the financial planning process as seamless ...
06/02/2026

At SMB, we’re always looking for ways to better support our clients and make the financial planning process as seamless as possible. Through organizing important paperwork, guiding clients through major life transitions, or now offering notary services right in our office, we’re committed to being a trusted resource every step of the way.

Becoming a certified Notary is another way Liana is expanding the support we can provide to the families we work with, while adding even more convenience for our clients when important documents need to be finalized.

We’re so excited for this accomplishment and proud to continue growing as a team. Congratulations, Liana!

Happy National 5•29 Day! 🎓Saving for a child or grandchild’s future education is one of those goals that can feel overwh...
05/29/2026

Happy National 5•29 Day! 🎓

Saving for a child or grandchild’s future education is one of those goals that can feel overwhelming at first but small steps over time can make a big impact. That’s why today (5/29!) is all about bringing awareness to 529 plans and the flexibility they can offer families.

A few things many people don’t realize can qualify for tax-free 529 withdrawals:
💰 Tuition & fees
📚 Books & supplies
🏘️ Room & board (within limits)
🖥️ Apprenticeship programs
🎒 K–12 tuition (up to $10k/year)
💸 Student loan repayment for beneficiaries and siblings (up to lifetime limits)

One of the biggest updates in recent years came through SECURE 2.0 legislation, which allows unused 529 funds to potentially be rolled into a Roth IRA for the beneficiary, subject to certain rules and limits.

This added flexibility has been a meaningful change for families who worry about “what if the money doesn’t get used for college?” It can also help give younger generations an early start toward long-term financial goals.

As always, every family’s situation is different, but it’s encouraging to see more options available when it comes to saving for education and beyond.

#529

05/29/2026

Happy 35th Birthday to our amazing CSA, Kim! 🎉

From keeping everything running smoothly behind the scenes to always showing up for our clients and team with a smile, we’re so lucky to have you. Your hard work, kindness, and dedication never go unnoticed.

We hope your day is filled with lots of celebrating, laughter, and cake!!

One of the biggest compliments we can ever receive is the trust that clients place in us over the years.Being a part of ...
05/28/2026

One of the biggest compliments we can ever receive is the trust that clients place in us over the years.

Being a part of their journey through all their career changes, retirement planning, family milestones, and everything in between means the world to us. It’s not just about the accounts; it’s about people, partnerships, and relationships.

We are grateful to clients like Barry who have trusted us since 2006. 🤍

Address

1 Garfield Circle Unit 2
Burlington, MA
01803

Telephone

+17818635800

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