16 Mason Avenue
Our firm specializes in helping professionals and small business owners develop sound retirement and financial planning strategies.
We collaborate with our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and we work with our clients with the biggest concerns they will face in retirement, such as fear of outliving their money, healthcare cost and needs, and Social Security.
We focus on creating a plan that takes into consideration all the above items, as well as other issues that are critical to your financial well being.
If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.
Managed Advisory Accounts (Fee Based)
Financial Planning (Fee Based)
Socially Responsible Investing Options
Traditional & ROTH IRA's
529 College Savings Plans
Cash Balance Plans
Solo 401(k) Plans
Profit Sharing Plans
Long-Term Care Insurance
Hybrid Life / LTC Products
Disability Income Insurance
firstname.lastname@example.org or email@example.com | 508-329-3331