Financial Services

I am dedicated to helping my clients build their wealth and protect their hard-earned assets. Since 1990, I have assisted hundreds of individuals and families to wisely save and protect over $100 million in assets by tailoring plans that are designed to minimize their taxes, preserve their principal and maximize their returns with the goal of insuring their income will last. Please read this recent report on FINANCIAL PLANNING then call me at 978-777-4645 or click here to contact me for a free consultation and review of your current situation.

Tax Planning & Preparation Services

I offer a full range of tax planning and preparation services. I continuously monitor federal, state, and local tax law changes to allow my clients to minimize current and future tax liabilities. I will work with you year-round if necessary in order to minimize your total tax burden. My firm offers professional preparation of all federal, state, and local tax returns at reasonable rates.

Benefit Plan Services including Pension & Profit Sharing Plans

Would you like help setting up a pension or profit sharing plan? Talk to us! Our firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance, annuities, dental and health insurance plans.

Estate Planning and Asset Protection

My firm can coordinate your estate planning needs so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies and estate plan.

Retirement Income Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest income creation techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.