Business claimed
Last updated: Over a year ago
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Financial Planning
About Boston Independence Group
Boston Independence Group’s mission is to provide New England retirees with safe money strategies to protect and grow their wealth. With a focus on retirement planning, we offer expertise in the follo Go to full description...
Contact information
Phone numbers
Business hours
M-F 9am-5pm, Sa-Su Closed
Business website
Additional business details
Email address:
gerry@bostonindependencegroup.com
Boston Independence Group’s mission is to provide New England retirees with safe money strategies to protect and grow their wealth. With a focus on retirement planning, we offer expertise in the following services: Retirement Income Strategies, Annuities, Life Insurance, Asset Protection, Tax Minimization strategies and Long-Term Care.
Advisory Services offered through Change Path, LLC an Investment Adviser. Boston Independence Group and Change Path, LLC are not affiliated.
Services:
Retirement Tax Strategy and Minimization, Investment and Wealth Planning, Retirement Income Planning, Roth IRA Conversions, Social Security Timing and Optimization, Rollover Strategies for 401(k)s, Legacy and Estate Planning, Long-Term Care Planning