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Financial Solutions

Retirement Planning

  • 401(k) and 403(b) rollover strategies
  • "What-If" scenarios, creating detailed models of cash flow projections, to better understand the likelihood you can retire at a certain age, and a certain standard of living.

Education Funding

  • Options available for funding this major expenditure based on your income and your children's ages.
  • Analysis of 529 Plans, UTMA/UGMA accounts, and the Hope and Coverdell savings plans.

Comprehensive Portfolio Analysis

  • Asset Allocation analysis of your current portfolio, with recommendations for changes that may be indicated, based on your goals, objectives and your tolerance for risk in the financial marketplace.
  • Stock option compensation planning, to set a course for exercising those options to best meet your financial goals, while at the same time minimizing the tax burden.

Estate Planning Review

  • Ensures the proper estate documents are in place, such as wills, powers of attorney and guardianships.
  • Estate planning strategies, where appropriate.

Insurance Needs Review

Life, disability, and long-term care insurance reviews and recommendations.

Financial Checkups

As your life and needs change, we will work with you to update your financial objectives.

Contact PIAM

  • Telephone Numbers
781-434-7525 Insurance All Departments
781-434-7398 Medigap, MMS Member Benefits, Health, Financial Services, and Long-Term Care
  • Fax Number
  • 781-434-6929