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.
529 College Savings Plans
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.
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