Solutions for Employee Plan Participants
Advice and portfolio management services
We provide you with unbiased, informed guidance to help you achieve greater retirement security.
Along with periodic reviews of your retirement account and the elections you make, there are several times when the decisions you make—or don’t make—can have a significant impact on the growth of your savings.
- When you are leaving a company
- Rollovers to an IRA
- Planning to retire
- Beginning your retirement
- When you are starting out with your first 401(k)
We combine our market intelligence and analytic tools with your goals and priorities. We assess your current situation and make recommendations designed to help you make the most of the money you invest into your 401(k).
Whether you are an employee with one of clients or not, we are here to serve you.
You’ll receive outstanding customer service, as well as have access to a range of the financial services we provide, including:
1-2-3 Smart
We work with you on making the most of your 401(k) 1-2-3 Smart. Whether the allocation of your investment dollars are in question, or a 401(k) rollover is in order, you’ve got us to sort through the options, provide sound advice, and handle most of the paperwork.
Private Asset Management Group
Our private asset management services are tailored to maximize your investments, strategically, and with insight that gives you an advantage.
Call 781-839-7028 for a free consultation. There is no obligation. And you’ll garner valuable information about how to best approach the opportunities you’re facing.