Broker Check

Billerica, MA

Our Mission:
To design financial blueprints that can help provide our clients the framework for financial success.

Our Mission <br/>Remains the Same

Our Mission
Remains the Same

Reach out to learn more.

Our Process

Our Process

  • Discovery
    -A discussion of your financial goals and objectives

  • Data Gathering
    -Collection of all current statement, insurance policies, & employer benefits

  • Develop a Strategy
    -Our team will analyze all your information and prepare your analysis

  • Provide Solutions & Recommendations
    -Presentation of your plan along with Recommendation to achieve success

  • Take Action
    -Implementation of agreed upon solutions & strategies 

  • Review 
    -Review and Monitor progress for ongoing success


Areas of Analysis

Areas of Analysis

  • Risk Management
    -Review of your balance sheet & insurance  coverages
  • Accumulation Goals
    -Creating a strategy to achieve goals such as college tuition cost, buying a home, or other goals that require money.
  • Tax Analysis
    -An analysis to create tax-advantage strategies to reduce or eliminate the impact of taxes on your plans.
  • Investment Planning
    -Utilizing a disciplined strategy in order to reduce volatility and provide for more consistent returns over time.
  • Retirement Planning
    -Creating a strategy to accumulate sufficient assets and ultimately structure a sound distribution plan.
  • Estate Planning Strategies
    -Planning for a smooth transfer of assets to future generations.
Solutions

Solutions

  • Life Insurance

  • Disability Insurance

  • Long-Term Care Insurance

-------------------------------------

  • Mutual Funds

  • 529 Plans

  • Brokerage Accounts

  • Traditional IRA's

  • Roth IRA's

  • Stocks & Bonds

-------------------------------------

  • Fixed Annuities

  • Variable Annuities

  • Structured Annuities

  • Immediate Annuities

 Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Investments

Investments

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

Learn more
Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

Learn more
Estate

Estate

Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

Learn more
Insurance

Insurance

Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

Learn more

Have a question? We're ready to help.

Thank you!
Oops!

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
Learn More
4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More
Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn More