MA Financial-Products and Services

Individual Planning

• Brokerage and Advisory
• Rollovers and Transfers
• Individual Retirement Account (IRAs) and Roth IRAs
• Annuities and Lifetime Income Strategies
• Social Security Planning
• Complimentary Financial Plan and more!

Business Planning

• Employee Sponsored Plans
  • 401(k) Plans
  • 403(b) Plans
  • SEP IRAs
  • SIMPLE IRAs and more
• Business Succession Planning
  • Identify your business succession goals
  • Retire with an income source
  • Insurance needs such as by sell agreements, disability and more!

Asset and Risk Management

• Access to robust investment platform
• Portfolio construction to align with risk tolerance

Estate Planning

• Estate preservation and distribution planning
• Long-term care plans
• Insurance asset protection and more!