We work closely with our clients to determine the right products and services that will create a sound financial future for them and their families. Providing total financial needs analysis through goal setting and continuous follow up and working with experienced professionals with expertise in turning a Retirement Nest Egg into Retirement Income, Social Security and Medicare planning, along with protection of assets through life, disability and long-term care insurance. Licenses include Life & Health, Series 6,63, and 65. Can conduct business in MA, RI, and NH.
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Description
We work closely with our clients to determine the right products and services that will create a sound financial future for them and their families. Providing total financial needs analysis through goal setting and continuous follow up and working with experienced professionals with expertise in turning a Retirement Nest Egg into Retirement Income, Social Security and Medicare planning, along with protection of assets through life, disability and long-term care insurance. Licenses include Life & Health, Series 6,63, and 65. Can conduct business in MA, RI, and NH.
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