✔ Strategies to maximize owner’s contributions
✔ 401(k) and pension solutions
✔ Keyman and golden handcuff strategies
✔ Creation of plans that consider the objectives of both the current and future generations
✔ Trust coordination handcuff strategies
✔ Life insurance funding to create liquidity
✔ Designing and implement group benefits utilizing the advantages of executive carve outs and voluntary products
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80 Everett Ave Chelsea, MA 02150
Your trusted financial partner. Accounting, advisory, and tax services tailored to your needs. Achieve financial success with our expert team.