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.s.

Investment services*

Investment services include 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.

Savings plans

Savings plans need attention these days as well. We can help find safe money alternatives that meet your needs.

Insurance planning

Insurance planning including life, long term disability income and long term care insurance. Which type is right for you? We are an independent agency allowing us to help you obtain the insurance you need with the appropriate company.

Retirement Planning*

Retirement Planning includes many issues that can have a big impact on your future- how you fund your retirement, draw your pension, chose to take your Social Security payments, choosing which investment to draw from at what times can all have a big impact on your ability to meet your goals. Let us help educate you on how these decisions can affect you.

Major Purchases

Major Purchases How you fund paying for cars, education, weddings or even credit card debt can lead you to unknowingly and unnecessarily transferring away money that can be used by you in your future.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  781-652-8163