Questions we have helped answer for many of our clients:

  • I think that I have done a pretty good job saving for retirement. But where exactly do I stand?
  • How much do I need to have saved when I retire? Will I outlive my income?
  • I bought life insurance from my brother-in-law, I have a brokerage account with a major brokerage firm, a 401(k), and a couple of IRAs. How can I pull all these things together into one coordinated plan?
  • 529s, UTMA accounts, the UPlan... What really is the best way for me to save for my children's (or grandchildren's) college education?
  • When and how should we begin to transfer our assets to benefit our children and grandchildren?

If you have any of these questions, we invite you to contact us at or call 508.598.1082.

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