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Understanding Today's Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to protect your family, preserve your assets, or invest to help build wealth -  our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. In Retirement Planning there are many ways to get from where you are to where you want to be financially. I have been working with people in the Taunton area since 2005 and would love the opportunity to help you with your retirement goals. Please contact Shawn at (508) 259-8547 or email at

Life Insurance

Life Insurance is a great way to protect the ones you love if the worst were to happen. How much and what type and what company is best for you? I have been helping people in the Taunton area decide since 2005. Call Shawn at (508) 259-8547 or email at

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College Planning

In college planning, there is no better time to start than now. I have been helping people in the Taunton area decide which of the many options available for college saving is best for them. Call Shawn today to get started at (508) 259-8547 or email to get started on College savings today.

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Long-Term Care Insurance

Long-Term Care Insurance is vital to protecting what you have worked so hard to acquire. Call Shawn at (508) 259-8547 or email at so we can decide together if LTCI is right for you.

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Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, our  experienced staff aims to provide a continued education that will strengthen our working relationship.


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