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78 Rocky Ridge Road
P.O. Box 1231 Dennis, MA 02638
Dennis , MA 02638

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Trish Graham

(508) 385-7888

 

Services

One of our goals is to simplify your life. We work with you to establish goals, manage assets, allocate 401(k) choices, and help your protect those assets through life insurance, and long term care insurance.  Everything is in house.

Our services include

  • Retirement plans
  • Managed accounts for both income and growth
  • 401(k) allocations and roll overs
  • Business continuation plans
  • Life nsurance
  • Personal planning
  • Section 529 college funding
  • Nursing home planning
  • Assessment of your current financial position
  • Real Estate advisory
  • Account consolidation
  • Asset allocation
  • Long term care protection