160 Gould Street
We are proud members of and advocates for the Massachusetts Vocational Association (MVA) and the Massachusetts Association of Vocational Administrators (MAVA). Having both been raised by teachers, we feel a bond with educators and specialize in working with teachers and administrators in the Massachusetts vocational community. We understand 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.