OUR TEAM
Our team is an eclectic mix of professionals. Combined we offer old fashioned experience and dedication to details along with the ease of today's technology.
OUR CLIENTS
Surgeon, MA
Surgeon, MA
I lost most of my vision and my group disability insurance, from work said I wasn't disabled enough. John stepped in on my behalf and my claim was approved- almost a million dollars, tax free.
Favorite Child, Ma
Favorite Child, Ma
Life was good, then they got sick one after the other. Mother, Aunt, grandmother. They took turns taking care of each other and then I took care of them. They didnt have much insurance, they didnt have LTC insurance. They had me. They got diagnosed at 28, 40 and 60. They all had term they out lived.
They were all sick more than a decade. I want better for my kids, so I have a plan.
Business Owner, NH
Business Owner, NH
In Business for 10 years, our lawyers suggested having a succession plan in place. We wrote one up. All set. Then we met John who reviewed our planning and noticed our plan was only if one of the owners died. He suggested adding provisions for disability and ways to fund it. we made his changes and last year my partner was disabled. This planning saved our business.
