29 Bancroft Mills 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.
Stocks and Bonds, Mutual Funds and ETFs, Custodial Investment Accounts, Brokerage Accounts, Managed Investment Accounts, Individual Retirement Accounts (IRAs), Government Securities, Variable Annuities
Financial Plans, Retirement Planning, Tax Planning, Employer Sponsored Retirement Plans, College Planning, Estate Planning
Disability Income, Life Insurance, Long Term Care Insurance, Health Insurance, Business Insurance
Relocation Tax Issues, Individual Tax preparation and Planning, Business Start up, Consel and Corporate Taxes, Small Business Accounting Services, IRS and State Tax Audits, Income, Gift and Estate Tax Returns
The Cycle of Investing
Should You Invest in Exchange Traded Funds?