We are proud members and advocates of the Massachusetts Vocational Association (MVA). Having both been raised by teachers, we feel a bond with educators and have created a niche working with teachers and administrators in the Massachusetts vocational community. Our practice has a concentration in understanding the challenges many people in the vocational sector face and we possess the background and tools necessary to help teachers meet their financial goals in the areas of retirement, pension analysis, college funding and family and estate protection strategies.

If you are working in the Massachusetts Vocational education system, please feel welcome to use us as a resource for your financial consulting needs.