Our Primary Focus 

Our primary focus in the areas of financial planning is to ensure no matter what curve ball life throws your way, we put together a well-thought-out plan to protect your family in case of sickness or illness, loss of income, and unexpected premature death.  Our team can shop among some of the top insurers in the marketplace through various brokerage channels for you, including but not limited to Mass Mutual Life Insurance, Guardian Life Insurance, AIG, Transamerica, Lincoln Financials, Prudential, John Hancock, and National Life. 

Our Retirement Expertise

Retirement income can come from a number of financial sources; some guaranteed, some not. Annuities are an option for people who want to bulk up the guaranteed income portion of their retirement portfolio.

Generally, an annuity works like this: You purchase the annuity, either in a lump sum or a series of payments. In return, the annuity will make payments to you at a future date or series of dates.

Annuities come in many different “flavors” – each of which is designed to help you achieve specific financial goals. They can work to build retirement savings, supplement other forms of retirement funding, or both. (Related: Retirement income calculator)

The different varieties of annuities can also be bewildering. Depending on individual circumstances, many people turn to a financial professional to help them navigate the choices.  Our team can assist you navigate the annuity market place for guaranteed income in retirement with additional benefits such as Long Term Care and Survivor Benefits.


Our Specialty Planning

You have worked your whole life and are now retired. How do you make sure you are up to date with your estate plans and preserve your legacy? Are you concerned with the longevity of your money in retirement and worried that a possible event of chronic illness or Long-Term Care might wipe out a big portion of your retirement assets? Our team of experts will guide you through a process from complimentary trust document review to complex life insurance planning utilizing tools such as premium financing.    
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