Insurance Planning | Retirement | Group Insurance Benefits | Compliance

85 Samoset St
Plymouth, MA 02360

(508) 747-3022

Mon - Fri 8:30 - 4:30
Closed Weekends


Insurance Planning Services

Financial professionals have always recognized the Life Insurance Policy as an extremely versatile tool in personal and business insurance planning. Whether it is a Corporate Buy- Sell Agreement, Estate Planning or Personal Insurance, our needs based approach helps clients secure the proper amount of coverage at the right price.

Insurance Services

We assist clients with all their Life Insurance needs:

Areas where life insurance may be recommended include:

  •   Personal Insurance
  •   Estate Planning
  •   Tax Planning
  •   Business Continuation
  •   Buy/Sell Agreements
  •   Key Person Policy
  •   Split Dollar Plans
  •   Supplemental Executive Retirement Plans
  • Benefits are our Business...

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