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How We Work

Our team specializes in providing individuals and families financial security in their lives today as well as sound retirement strategies so they can live their dreams in retirement. We offer personalized, hands-on service, holding in person meetings with clients across the country. We educate our clients about financial concepts and products, taking the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.  Give us 6 hours of your time and over 60 days, we’ll have everything in your financial world completely organized. You’ll have confidence knowing you have a plan for the next several years.  See our process here.

Risk Management

Life Insurance

Disability Insurance

Long-term Care Insurance

Financial Planning

Investment Management

Retirement Planning

Education Savings


Additional Planning Services

Financial Planning & Consulting

Tax-efficient Strategies

Estate Planning

Group Benefits

Review of Property & Casualty Insurance

Review of Company-Provided Benefits

Access to Personal LBS Website & Vault

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (781) 292-3123