Insurance/Investment
Insurance Planning
Life
Disability
Long Term Care
Health
Investment Planning
Mutual Funds
Annuities
Education Planning
529 Plans
Upromise
Retirement Planning
IRA-Traditional and Roth
Annuities
401(k)
403(b)
SEP
SIMPLE
Deferred Compensation Plans
Guaranteed Lifetime Income
Pensions
Estate Planning
Reduce Estate taxes
Protect your family’s income
Control Estate distribution
Provide liquidity for Estate taxes
Business Planning
Buy/Sell Funding
Key Person Protection
Business Continuation funding
Executive Bonus Plans
Deferred Compensation Plans
Qualified and Non-Qualified Retirement Plans
Business Insurance Planning
Do you need insurance?
109 Massachusetts Avenue,
Lexington, MA 02420
Phone: (781) 646-9200
Fax: (339) 970-2248
Email Us
We are licensed in MA
Hours
Monday - Friday: 9:00 am to 4:30 pm
