We deliver the ideal blend of financial tools and
expert guidance to turn your goals into reality.

Fee-Only Financial Plans
Retirement Planning
401(k) Planning
403(b) Planning
College Planning
(529, UGMA/UTMA)
Estate Planning

Mutual Funds
Exchange Traded Funds (ETF’s)
Individual Stock Holdings
REIT (Real Estate Investment Trust)
IRAs (Traditional, Roth, SEP, Simple)

Life Insurance
Disability Income
Long Term Care Insurance
Understanding your group benefits
(group term, disability benefits, HSA plans)

Succession Planning
Buy Sell Strategies
Key Person Coverage
Executive Compensation
Profit Sharing Plans

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319 Littleton Road, Suite 204
Westford, MA 01886

Office
617-797-2100