Don’t go mountain-climbing without your gear.
Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
- 401(k) Rollovers
- 403(b) Planning
- 529 College Savings Plans
- Financial Planning
- Investment Management
- IRAs
- IRA Rollovers
- Legacy Planning
- Life Insurance
- Long-Term Care
- Retirement Income Planning
- Social Security Maximization
- Tax-Efficient Strategies for Individuals
- Thrift Savings Plans
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Advisory Services offered through Change Path, LLC an Investment Advisor. Boston Independence Group and Change Path, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.