Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
What if you were to become too sick or hurt to work? This sudden interruption of income can cause you to deplete 10 years worth of savings in 1 year!
Attorneys understand and appreciate the importance of strong contract language and developing documents free of confusion. MassMutual has been protecting families since 1851, their contract definitions will provide more income, quickly and for a longer period of time. Have the confidence that tax-free income will be available when you need it.
We are standing by to provide professional advice, and comparative analysis to meet your long term disability insurance needs. Competitive discounts and quotes are available today!
I’d like to give us the opportunity to get to know one another and see if we could be a valuable resource for you. Please take a brief moment to share some general information below, and I look forward to connecting with you.LEARN MORE
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.LEARN MORE
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, you gain the confidence of knowing we are guiding you on the straightest path to your financial objectives.LEARN MORE
We have had the privilege of guiding generations of clients, applying discretion and a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to ensure our service is in harmony with all aspects of your life.LEARN MORE
As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, achieve financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.LEARN MORE
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.LEARN MORE
While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.LEARN MORE