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 [email protected] or call 508.598.1082.

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