Fiduciary advisory services serving Massachusetts.
Norwell, MA | Boston, MA
Fiduciary advisory services serving Massachusetts.
ira legacy planning
IRAs could be a powerful tool for next-generation wealth transfer.
For some people, a good portion of their retirement savings is in an IRA. But we also know that an IRA could be a powerful tool for next-generation wealth transfer. We will review your situation and find out if it makes sense for you to consider a conversion to a Roth IRA as a part of a legacy plan.
How we help
You have spent your life saving and we want to make sure we’re doing everything we can to protect your assets.
THe next step?
Ready to take
For more information about any of the products and services listed here, schedule a meeting or register for a webinar.
