Your Financial Future will be the sum of the decisions you make about money over your lifetime.
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re dealing with retirement planning, a long term care situation, allocating your 401k plan, buying real estate, funding a college savings plan,or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about investing, insurance, annuities, 529 plans and the world of personal finance. As you search our website, send us a note with any questions you may have about a particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We are located in Dennis, Massachusetts, on beautiful Cape Cod and our clients are located throughout New England.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Earnings season can move markets. What is it and why is it important?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, infiltrating the world of bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?