Life is full of “What If’s?” that no one really wants to think about, but helping you plan for those scenarios is what we do best.
Life insurance, disability insurance, estate planning, long term care, trust and estate services are all pieces of your lifetime financial plan. Understanding how and when those elements, and others, must come together to protect your financial future – and those of whom you love – can make all the difference.
Our team of experienced financial consultants have a passion for helping clients achieve their financial goals. Our unique service experience ensures you have the right ideas, strategies, and concepts at hand. Grumpy high school senior? We can help you extract what choices exist for college selection and payment. Sick parent? We can determine what resources are available for long-term care. Complex business tax structure? We’ve got you covered there too.
Our goal is to ensure you are not only educated about the process and your options, but kept informed through proactive and consistent communication. No matter your stage of life, we’ll be there to help you navigate through all the “what if’s” life may throw your way.
Michael R. Crotty, CFP® and Daniel Girard, Jr., LUTCF®