Retirement Planning, Asset Protection, and Life Insurance Planning

Not sure if you're subject to estate taxes?

Will your life insurance leave your loved ones with a huge estate tax bill? Will your life insurance provide coverage for long term care? Can you protect your home and other assets from nursing home costs? Can you make sure your spouse and children get your retirement accounts if you pass away? We will answer these questions for you and more.

To schedule your Strategic Planning Session,

please call our office at 978-657-7437. 

Or go here to schedule online!

Please note: You will receive a wider range of availability if you schedule by phone.


Michael Monteforte, Jr.
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People come to me in trying times and when I tell them I can help them, the weight falls off their shoulders.