SMB Financial Strategies

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Burlington, MA
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.

10/31/2026

Just a few ghosts hanging around the office… 👻😂

Happy Halloween from the SMB crew! 🎃👻

10/30/2026

Big news for Team SMB! 🎉

We have something exciting to celebrate! Liana has received a preliminary passing result on her CFP® exam! 👏

Anyone who knows Liana knows how much dedication, hard work, and countless hours of studying went into preparing for this exam. We couldn’t be more proud of her!

Preliminary pass received. Official results pending!

10/28/2026

There’s a lot to think about as retirement gets closer. Your investments, income, risk, and making sure the pieces work together for what comes next.

We especially love one part of Susan’s testimonial: she’s recommended her own children to SMB. 💚 That kind of trust means so much to our team.

We’re grateful to be part of Susan’s financial journey as she looks ahead to retirement and the years beyond.

10/26/2026

Cozy season is officially making its comeback 🍂☕️

Sweaters, crisp mornings, warm drinks, fall colors, and all the cozy vibes.

We’re ready for all of it. Happy cozy season from the SMB team!

10/23/2026

Roth conversions, capital gains, charitable giving… are you making the most of your tax planning opportunities before December 31st?

Year-end tax planning is a big part of what we're working on behind the scenes right now!

We're reviewing Roth conversion opportunities, looking for tax-loss harvesting opportunities, talking through charitable giving strategies, and checking for other moves that might make sense before the year is over.

And yes, we're talking with your CPA too!

The thing about tax planning? Some of the most important conversations happen before tax season, not during it.

There's a lot more that goes into managing your finances than just picking investments.

Year-end tax planning? Yep, we do that too! 💚

10/21/2026

What happens to your investments between meetings? 👀

Quite a bit, actually.

Every quarter, our team reviews the investments we use across client portfolios. Looking at performance, risk, expenses, strategy, and whether each investment is still doing the job we selected it to do.

We also look at the bigger picture, from interest rates and inflation to market conditions, to determine whether any portfolio changes are warranted.

Sometimes that means making a change. Sometimes it means staying the course. Either way, there’s a thoughtful process happening behind the scenes.

Our latest blog gives you a peek into that process and the work happening between your meetings with us.

10/19/2026

62, 67, or 70? When should you start taking Social Security?

It's one of the biggest questions people have as they approach retirement, and the answer isn't always straightforward.

We're hosting a webinar with Stuart Ritter, CFP®, Insights Director at T. Rowe Price, to break down the Social Security decisions that matter most.

We'll cover:
✔️ Common Social Security misconceptions
✔️ How your retirement benefits actually work
✔️ Spousal and survivor benefits
✔️ Why timing matters when deciding when to claim

📅 Tuesday, November 17th
🕕 6:00 PM
💻 Webinar

Whether retirement is right around the corner or still a few years away, this is a conversation worth having.

Save your spot today! https://oncehub.com/SocialSecurityWebinar

And feel free to share this with someone who might find it helpful!

.RowePrice

10/15/2026

Our November Book Club pick is here! 🍂

This month, we’re reading Summer Island by Kristin Hannah
A heartfelt story about family, forgiveness, second chances, and the complicated relationships between mothers and daughters.

When years of distance and unresolved feelings bring a mother and daughter back together, they’re forced to revisit the past, uncover long-held secrets, and figure out whether some relationships are worth fighting for. 🤍

We can’t wait to cozy up with this one and hear what everyone thinks!

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!

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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