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Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375


Your Customized Financial Program

Your Customized Financial Program

Our advisors will guide you through a step-by-step financial planning process to help you feel confident in your financial decisions. Because no two people are exactly the same, it is important that we customize our investment products and services to help meet your individualized needs. 

Regardless of your stage in life, your income, or your goals, a comprehensive financial plan developed by us can help determine which of the following products and services might be applicable to your financial situation:

Financial Planning Services

  • Financial Profile
  • Financial Independence (Retirement)
  • Survivor Income Needs
  • Education Funding
  • Estate Review
  • Asset Allocation
  • Income Tax Strategies
  • Goal Funding
  • Disability Income
  • Long-Term Care
  • Investment Planning Services
  • Estate Planning Strategies
  • Wealth Forecasting Strategies
  • Business Planning Strategies


  • Mutual Funds
  • Equities
  • Options
  • Bonds
  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • Variable Annuities

Managed Advisory Programs

  • Both proprietary and open-architecture programs available -- allowing for a vast range of investment vehicles
  • Accounts individualized for active or passive management styles dependent on your interests
  • Automated re-balancing to help manage risk available for several managed advisory account types


  • Annuities – Immediate and Fixed
  • Life Insurance
  • Long-Term Care and Medicare Supplement
  • Disability, Health and Dental Plans
  • Individual, Business and Group Products

Individual and Business Retirement Plans

  • Traditional and Roth IRA
  • IRA Rollover
  • 401(k) Plans
  • 457 Plans
  • 403(b)/TSA Plans
  • Exclusive(k)® Plans
  • Keogh Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Payroll Deduction IRA Plans
  • SEP (Simplified Employee Pension Plans)
  • Defined Benefit Plans
  • Governmental Employee Plans