Insurance/Investment
Insurance Planning
Life
Disability
Long Term Care
Health
Investment Planning
Mutual Funds
Annuities
Education Planning
529 Plans
Upromise
Retirement Planning
IRA-Traditional and Roth
Annuities
401(k)
403(b)
SEP
SIMPLE
Deferred Compensation Plans
Guaranteed Lifetime Income
Pensions
Estate Planning
Reduce Estate taxes
Protect your family’s income
Control Estate distribution
Provide liquidity for Estate taxes
Business Planning
Buy/Sell Funding
Key Person Protection
Business Continuation funding
Executive Bonus Plans
Deferred Compensation Plans
Qualified and Non-Qualified Retirement Plans
Business Insurance Planning
Call Us Today 978-927-8420
186 Cabot Street, 2nd Floor
Beverly, MA 01915
Phone: 978-927-8420
Fax: 978-338-0111
HOURS
Monday - Friday: 8:30 am to 5:00 pm
Nights and weekends: by appointment
Closed for Holidays
We are licensed to write policies in MA, NH, and ME
Our Affiliations
