Investment, Financial, Pension Planning: Andover, MA

Wealth Management, Investment, Pension, Retirement & Financial Planning in Andover, Reading, Tewksbury, Wilmington MA, and Salem NH. 

We serve individuals and businesses in all areas of planning, including:

Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management strategies- Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Federal & State Income Tax Filing is available.

Estate planning - Reviewing your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Minimizing  exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best insurance coverage for you and your Family.

Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. Are 529 Plans right for you? 

Investments  allocation- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 
 

Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages. 401K plans, Simple IRA's and others.