Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Upcoming Events

Legacy Shred Event / Cinco De Mayo Please join us for our annual spring shredding party! Bring any documents you may have to shred and bring a guest if you'd like!! Food, Music and Cinco De Mayo theme!! 1700 West Park Drive (behind building) Westborough, MA 01581 10:00 a.m. - 2:00 p.m.
May 5, 2018
10:00a - 2:00p

Client Referral Rewards This is a client rewards event for any client(s) who has referred a friend or family member to our firm from June, 2017 - May, 2018. This is our way of thanking you for trusting us with your friends or family members. Your referral is also allowed to attend as well. Please make sure you get your referral in to your servicing representative or call our office and speak with Cathy and/or Nicole so that you can be registered for this wonderful event. Please note that space is limited so call or register as soon as possible.
June 6, 2018
5:00p - 8:00p

Office:	(508) 482-9336
Toll-Free:	(800) 427-9781
Fax:	(508) 366-1711