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Registered Representative

[email protected] is an insurance brokerage firm that provides its clients with solutions for all of their retirement planning needs. We are part of a nationally recognized company with headquarters in Worcester, Massachusetts.

Wealth creation and preservation is our primary focus. Without proper planning and periodic monitoring, wealth can be eroded by inflation, taxes, and the negative economic impacts of social, political, and natural events.

Our Goals: 

  • Help improve your standard of living
  • Help maximize your wealth
  • Help you prepare for retirement
  • Help preserve your estate

Financial products serve as a medium to help you realize your objectives. An investmant vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them.

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation, and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your planning process -- not the first.

Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then manage that plan.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial service companies, so if we don’t have a product or service, we know a group that does.