SMB Financial Strategies

Name: SMB Financial Strategies
Address: 1 Garfield Circle Unit 2, Burlington, MA, 01803, US
Telephone: +17818635800

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SMB Financial Strategies

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Retirement • Tax • Investments
📍Women-led financial advisors | MA
⬇️ Book a free Discovery Call! 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 commitment 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.

10/13/2026

October is the perfect time to take charge of your financial future! ✨

Creating a solid plan can feel overwhelming, but that’s where we come in. Here are some of the top reasons clients turn to us for financial planning:

✅ They have discretionary income but need guidance on how much to save, where to contribute, and how to invest.
✅ They don’t have time to research, we provide education and help them make informed decisions.
✅ They value the expertise of working with a professional.
✅ They want accountability, friendly emails, gentle nudges, and check-in calls to stay on track.

Sound like you? Let’s start planning together! 💬

10/12/2026

Our office is closed today, but we’ll be back tomorrow!

We hope everyone has a chance to enjoy the day, relax, and spend a little extra time with family and friends. We look forward to connecting with you when we’re back in the office!

10/08/2026

Book club is tonight! 👀

We’re diving into Never Lie by Freida McFadden
A twisty psychological thriller packed with secrets, suspicious characters, hidden recordings, and plenty of moments that made us question EVERYTHING.

Come ready with your theories, your biggest “wait… WHAT?!” moment, and whether or not you saw that ending coming. 🔍

We can’t wait to hear everyone’s thoughts and unpack all the twists together tonight!

10/05/2026

Year-end planning in December? We’d rather start a little earlier.

October and November are a great time to look at what changed during the year and what still needs attention before December 31st.

Retirement contributions, Roth conversions, charitable giving, investment gains and losses, RMDs, tax planning, beneficiaries… there can be quite a bit to review depending on your financial situation.

And before you meet with your financial advisor, gather what you can: updated income information, recent statements, tax information and, most importantly, anything that changed this year.

A little preparation now can make those year-end conversations much more productive.

Save this checklist for your next financial planning meeting. 📌

10/01/2026

October is ! 📊

We may be a little biased, but we think financial planning deserves its own month.

A good financial plan changes right along with you. New job, new home, growing family, retirement getting closer, travel plans, big purchases… there’s always something to plan for.

Some months we’re talking taxes. Other months it’s retirement, investments, estate planning, insurance, or figuring out how much you can comfortably spend.

It’s all part of keeping your finances organized and making sure your money is working toward what matters to you. 💚

09/30/2026

Owning a business means wearing a lot of hats and your personal financial plan can easily get pushed to the bottom of the list.

But when you’re a business owner, your business and personal finances are often closely connected. Retirement savings, tax planning, insurance, cash flow, and eventually figuring out what comes next for the business are all pieces of the bigger picture.

Whether you’re building, growing, or starting to think about your next chapter, having a plan for both sides can make a big difference.

👉 Save this post for later.

09/24/2026

There’s something pretty exciting about realizing retirement may be closer than you thought.

For Jennifer, years of planning have turned “someday” into a goal that feels much more within reach. We’re grateful to have been part of the journey since 2014 and to see that long-term planning create more options for what comes next. ✨

09/23/2026

Summer, according to the SMB camera roll ☀️

From bachelorettes and weekend getaways to weddings, road trips, good food, and plenty of sunshine, our team made the most of summer 2026.

A little look at what we were up to when we weren’t in the office. Until next year, summer! ✨

09/17/2026

Our next book club pick is here… and trust us, you might not want to read this one alone. 👀

We’re reading Never Lie by Freida McFadden
A twisty psychological thriller about a newlywed couple who become stranded at a remote estate that once belonged to a mysterious psychiatrist who vanished without a trace.

A snowstorm, a secluded house, hidden recordings, and plenty of secrets… what could possibly go wrong? 🔍❄️

We can’t wait to dive into this one and see who figures out the truth before the final pages!

09/16/2026

In our latest blog, Sarin makes a very personal admission: losing her mom at only 64 years young made her question the work we do.

What is the purpose of all this planning if tomorrow is never guaranteed?

It’s a question she has thought about a lot over the past several months, and her answer might be the most important part of this piece. That new perspective helped inspire a two-week National Parks adventure with her family this summer.

We hope you’ll take a few minutes to read this very personal reflection.

Read Sarin’s latest blog:
https://www.smbfinancialstrategies.com/blog/what-are-we-actually-planning-for

Address

1 Garfield Circle Unit 2
Burlington, MA
01803

Telephone

+17818635800

Website

http://www.smbfinancialstrategies.com/, https://go.oncehub.com/TeamSchedulingPage, https://linktr.ee/smbfinancialstrateg

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