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
Online introduction & 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.
If you’re interested in YourConferenceRoom@HomeSM, you may call and text us at (781) 237-0123. You may also contact us on Facebook, LinkedIn, and our Contact Page and tweet and follow us on Twitter.
To view the full array of our services, see What We Do.