221 Somerville Road
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
If you have recently received a Lump Sum offer for an old job, we can calculate if taking a pension or Lump Sum payment is better.
Savings for collage is very important, too many young people are coming out of college with too much debt and cannot start their lives. By putting a little money away automatically (as little as $ 50.00 per month) into a 529 or Coverdale collage (ESA) account when your children or Grand children are young the money will grow tax free if used for after High School education.
This is an account that you can out money away automatically (as little as $ 50.00 per month) to be used to replace a car, repair a roof, save for a down payment of a house or summer home
Need a speaker for your origination or church. Here is a list of topic that I can speak about:
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