Insurance and Investment Services for Medfield and Framingham

There are a variety of insurance and investment solutions for all sorts of needs.  It all depends on your current financial and life situation.  From planning to chosing the right insurance and investment products, I can help.

Framingham, Need Help?

Call: (617) 710-0477
Establishing an insurance and financial plan can be very difficult.  This is where I come in.

Services Offered by a Medfield & Framingham Financial Advisor

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Retirement Planning – You have worked all your life, and now it’s time to relax a bit. We need to protect your lifestyle from changing drastically. Let’s prepare you for the pitfalls of passing before retirement or outliving it.

Protecting Your Family – With a plan we can protect from unintended consequences.. When I was young, I watched my family worry when someone was sick, fight during the funeral arrangements, and not talk afterwards for years as they made payments for the ceremony. Not you though.

 

 

Protecting Yourself –  Not physically, but financially. The financial wolves will circle the camp until you are too weak to fend them off. Protect your estate, savings, and home.

Saving for College – Nothing is more certain in life, death, taxes, and ever rising college education cost. Let’s make a plan.

Rainy Day savings – Sometimes rainy days turn into a hurricane conditions. Let’s shelter from any pending storms.

Offering Medfield and Framingham Help With Financial and Insurance Matters

If you’re a resident of Framingham or Medway (or anywhere around), I am here to help you out with your financial and insurance matters.  Call me today at 617-710-0477 or fill out my form below.

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