485 Massachusetts Avenue
Schedule a 15 minute call with us
Schedule a 30 minute call, or Zoom call with us
Schedule a 60 minute Zoom call, or meet us in person
Planning is our focus. Together we can find answers to your questions. Having worked with a wide range of clients including many members of the Massachusetts Medical Society and blue collar workers, we have the experience and resources to help you understand your financial future.
Is your retirement adequately funded? Do you know how to effectively leverage your social security, pension, and other assets? It is important you are completely educated on all these life decisions and are making the right choices. Are you ready?
Are You Ready For Retirement?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
How you fund your retirement, draw your pension, chose to take your Social Security payments, and choosing which investments to draw from at what times can all have a big impact on your ability to meet your goals. Learn how these decisions will affect you
Life, long term disability income, or long term care insurance… Which type is right for you? As an independent agency, we are able to educate you on these decisions as well as help you obtain the insurance you need with the best company for the job.
Whether its saving for a new home, college, retirement, or another big life event, it is important to protect your money. We can educate you on safe money alternatives, to protect your assets and help you reach your savings goals on time.
Learn to grow your assets through professional portfolio management. Ranging from cds, mutual funds, individual stocks and bonds, annuities and other appropriate investments, your investments will be managed to help meet your goals.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."