Financial Security Made Simple
Providing Insurance and financial services to the communities of Southern NH,
and Northern Massachusetts since 1980.
ABOUT US
Our Mission
We work in a team approach. Planning is not one singular issue. It is insurance, savings, investments, estate planning, long term care, to name a few. Planning must be integrated and coordinated. It is dynamic. We take the complex and through our process make financial security simple for our clients.
HOW WE HELP
Our Services
Financial Security Planning
Any financial plan requires planning for effective utilization of financial resources and to fulfill the current and long-term objectives of such a person or entity.
Estate Planning
The orderly arrangement of an estate through the use of wills, trusts, and insurance contracts. The primary goal is to avoid probate.
Long Term Care Planning
The ability to remain independent in the event of physical, or mental incapacitation by declining health and or advancing age.
Traditional Retirement Plans
Roth, 401-K, IRA, SEPP Simple IRA, and more. We’re here to help you sort it all out.
Retirement Income Planning
We work with business owners and individuals, and appreciate the challenges of retiring.
Let us guide you through all stages of life and create a plan that fits you and your goals.