Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Robert Whitney, EA, ChFC
Partner
508-875-8052
Rob has been a partner with the firm since 1983. He has an accounting degree and an extensive computer background, including the publication of numerous software programs. Rob works in the area of estate and income taxation for high...
Michael Gore, CPA, PFS
Partner
508-875-8052
Michael is a partner in the firm with over 20 years of experience. A Certified Public Accountant, he is a graduate of Boston College with a BA in Accounting. Michael's areas of focus are financial services and tax planning. Michael...
AnnMarie MacIsaac
Executive Financial Coordinator
508-875-8052