Broker Check

Our experienced team is here to offer you ongoing guidance and planning.

Our Process:

1

Identify today’s needs, and plan for tomorrow’s uncertainties. 

Our initial efforts will focus on determining how current lifestyle choices and financial commitments would be impacted by unwelcomed life events.  An equal amount of time and analysis will be applied to future needs, the costs associated with these wishes, and how to ensure they are financially attainable.

2

Consider current assets, and their contribution to an overall financial-security plan.  

There may be significant or specific assets available that can reduce the number of necessary insurance products and offerings.  These assets will be considered and applied to our overall plan recommendations and proposals.

3

Develop a personalized plan that is targeted in its approach but substantial in its delivery.  

Ideally, the plan we decide on, and the products we provide, should be affordable, enduring and most importantly everlasting.  Financial assurance should be a lifelong outcome.

4

Keep pace with life’s ever-changing needs and uncertainties. 

Insurance plans should never be static - they should change just as the circumstances of one’s life changes.  We are committed to monitoring those changes and making the necessary adjustments and amendments that will ensure lifelong financial security.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn More

Kevin B. McGrath AIF®

Investment Advisor Representative

508-281-5890

Ellis N. Pfahl, CFP®

Licensed Producer

508-281-5820

Michelle L. Chausse MBA

President

508-281-5860