CORPORATE AFFILATIONS
(508) 642-1758
Financial Planning Solutions Massachusetts / Rhode Island / Florida In this rapidly changing, fluid economy, financial planning is no longer a tool of the "idle rich," but a necessity for all. Most r esponsible people today are interested in obtaining a high quality of life supported by financial security, but lack the time and technical knowledge to arrange their retirement planning, insurance, wills, trusts, and business affairs to fully achieve maximum flexibility with minimum taxation.