Financial Independence
doesn't just happen . . .
. . . it takes careful planning.
Let's Talk!

We offer. . .

  • Retirement Income Planning
  • 401(k) Rollovers and IRAs
  • Fixed and Variable Annuities
  • Disability Income Insurance
  • Executive Fringe Benefits
  • Employee Retention Strategies
  • Long Term Care Insurance
  • Life Insurance
  • Key Person Insurance
  • Tax Reduction Strategies
  • Investment Strategies
  • 529 College Savings Plans

We live in an increasingly complex world. The financial climate is constantly changing and the economy has become less predictable than in the past. How will your financial decisions affect your future…and the future of your children and grandchildren?

Our process helps organize all of the pieces of your financial life and helps ensure they are well coordinated and working efficiently together. We can help you learn ways to protect, save and grow financial wealth. Planning for your future doesn’t have to be difficult, and it is never too late. We provide easy-to-understand, easy-to-follow and easy-to-implement financial models and strategies.

Learn to take full control and overcome the complexity of the financial world. Please contact us to arrange a no-cost, no-obligation consultation. Let us show you how we are different!

Through our association with MassMutual Commonwealth, a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates, we can help. View our Customer Relationshp Summary for more information.