Wakefield, MA 01880
Protecting Your Family and Greatest Assets:
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, long-term care and disability insurance.
Saving/Investing for Retirement:
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Use the contact form below to email me directly or, if you prefer, contact me via phone or one of the other methods listed.