We offer you the new standard for online delivery of:

  • Comprehensive Proprietary Financial & Estate Planning.
  • Investment Placement & Oversight.
  • Life Insurance.
  • Long-Term Care Insurance.
  • Ongoing Life Insurance Policy Management.
  • Introductions & meetings with a network of attorneys, CPAs, and other key planning advisors.



  • A secure method of storing, viewing and accessing client financial data in real-time, 24/7 online, via client aggregation & planning software.
  • Online meetings.
  • Regularly-scheduled annual plan reviews and updates.


  • Off-Anniversary plan reviews and updates.
  • 24/7 online credit, debit and ACH payment options & engagement agreement access
  • The majority of client documents can be signed via electronic signature.
  • Marketing Campaigns.

Interested in using this service?

To learn more about YourConferenceRoom@Home℠ and how it can benefit you or your business, call and text us at (781) 237-0123 or fill out the contact form below.

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696