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Bad Advisors Book



What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To receive a free complimentary copy of this book, please click here to email us or phone 508.945.5050. To sign up for a free consultation or to just get more information click here.

Medicaid Planning



If you would like help or have questions about how to properly plan to pay for your nursing home expenses or how to quickly qualify for Medicaid,  please click here to email us or phone 508.945.5050. To sign up for a free consultation or to just get more information click here.

Retirement Life



To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 508.945.5050. To sign up for a free consultation or to just get more information click here.

Captive Insurance



Does this sound like something that might want to learn more about? If so, please click here to email us or phone 508.945.5050. To sign up for a free consultation or to just get more information click here.

Single Premium Life for Long Term Care Insurance



We hope that after reading this material you are sufficiently motivated to learn more about LTCI. Our firm specializes in helping clients find the right LTCI benefit at the lowest possible cost. If you would like help, please click here to email us or phone 508.945.5050. To sign up for a free consultation or to just get more information click here.

Asset Protection



If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to email us or phone 508.945.5050. To sign up for a free consultation or to just get more information click here.

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