Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/ or CPA. Consult them for specific advice on legal and tax matters.
Advanced estate planning and trust services require specific knowledge typically not provided by many financial professionals. Using trust services means collaborating with a third party that has your best interests in mind while the trust is set up through an attorney.
*Trust Services provided by The Strategic Financial Group Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (Strategic Financial Group) Local firms are sales offices of Massachusetts Mutual Life Insurance Company (Strategic Financial Group), Springfield, MA 01111-0001 and are not subsidiaries of Strategic Financial Group or its affiliated companies.
We know that caring for a family member with a disability can be challenging. That’s why we have developed a SpecialCareSM Planning Team dedicated to helping you identify and prioritize your financial goals and objectives for your loved ones.
For corporate clients, we offer a strategic plan & marketing analytics of the financial health and business risks.
Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.
We clients address the insurance needs to plan for retirement. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.
Work with Financial Professionals who deeply care about your future.
Teams to coordinate your financial success
Protect Your Family
We can help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you've worked so hard to build withstands the test of time.