Focus: Insurance Strategies, Business Owners, LGBT, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Investment Strategies
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Mark lives in Easton, MA. He has a chocolate lab named Champ. In his spare time he likes golfing, BBQs and watching the Pats.
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25 Recreation Park Drive Suite 106
Hingham, MA 02043