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978-662-5121

Who We Are

Our Services
We like to begin our process with an in-depth evaluation of your current financial situation. Once we establish your overall objectives, we'll focus on your specific goals.

Life Insurance
You just want a policy to cover your mortgage, some other kind of temporary need, do not want to be bothered by an agent, not a problem we can take a short application over the telephone, very easy 3 step process. We offer all types of life Insurance from over 50 A+ rated carriers (we choose the carrier based on suitability).

Long - Term Care Insurance
Comprehensive Long - Term Care Insurance reimburses some or all of the cost of care received in settings such as the home, the community, alternate living facilities or nursing home.

Annuities
Choose from deferred and immediate annuities at variable and fixed or index rate of return.

Investment Products
Our Investment Products and services will help you work towards your financial goals at every stage of your life.

Individual Retirement Accounts
Offer you a tax-advantaged way to save, while giving your money the potential to stay ahead of inflation.

College Funding
Another tax-advantaged way to stay ahead of inflation, start as soon as your child is born for as little as $50.00 a month.

Personal Lines

  • Auto Insurance
  • Homeowner Insurance
  • Renters Insurance
  • Dwelling Fire Insurance

Money Merge Account
Potentially eliminate ALL of your Debt including your Mortgage in a fraction of the time with little or no change to your lifestyle.

 

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