Getting to Know One Another

By developing long-term relationships, we are able to see the benefits of clients' decisions, such as buying a house, funding a child's education, working to assist with a business succession plan, or developing a strategy so they can enjoy a comfortable retirement.  By helping people with these important decisions, our team is constantly working on challenging financial issues as each family and business owner have a unique set of circumstances.

Financial Development

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Financial Development is a process that marks improvement in quantity, quality, and efficiency of financial intermediary services. This process involves the interaction of many activities and institutions and possibly is associated with economic growth. At New England Financial Solutions, we develop and structure one of a kind financial plans to solve client’s unique problems.

  • Savings and accumulation

  • Education funding for children

  • Building personal wealth

  • Saving for retirement

Business Planning

At New England Financial Solutions, we show business owners how to keep more revenue and lower opportunity cost through structuring & financial efficiencies.  Let us show you how we can help you with:

  • Structuring

  • Succession Planning

  • Operating Agreements

  • Buy/Sell Agreements

  • Key Man Insurance

  • Employee Benefits

  • Owner Compensation

  • Owner Benefit Plan

  • Equipment Financing

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Income Protection

At New England Financial Solutions, we uncover clients’ concerns and hypothetical worst case scenarios then design ways to protect them.

  • Disability Income Insurance

  • Business Overhead Expense

  • Disability Buy-Out

  • Key Person Replacement 

  • Mortgage Disability Coverage

  • Spouse/Partner Disability Coverage

  • Long-Term Care Insurance

  • Long-Term Care for Spouse/Partner

  • Critical Illness Protection

Life Insurance

Although many of our clients already have or do not need life insurance, they often want it as part of the overall plan…because it’s smart. Let us show you how we can help you with:

  • Individual life insurance

  • Insurance for my Spouse/Partner

  • Business Life Insurance

  • Insurance for my Children

We do it all...all types of life insurance, advice, review, and recommendations!