Operating as a Massachusetts licensed insurance advisor with offices in Newton and Hyannisport, we provide fee based analysis, recommendations and implementation of programs designed to increase your, your company’s and your family’s wealth. This site is not designed to solicit business, only to inform you of opportunities of which you may be unaware.

Every day, thousands of life, disability and long term care insurance policies are purchased to protect families and businesses from the financial loss that would be suffered in the event of an early death, or disability.  Regardless of why the insurance was needed (i.e. estate-tax reduction, family protection, business continuation or key person protection), the best policy for the job is normally not the cheapest one nor the most expensive one.

This site will show you some of the areas where we have been able to bring exceptional value to professionals, business owners, executives and people who care about the ones they love.  We are always available to answer any questions you may have about your own situation or that of people you know.