Client Resources

A Team Approach

The benefits of building a comprehensive financial plan can only be realized if that plan is properly implemented, monitored, and updated. As your financial coach, we aim to help you assemble the right resources to make this happen.

Through our relationship with Charter Oak Insurance & Financial Services Co., we have access to product area experts and we maintain relationships with leading insurance and asset management companies in the country.

We have developed professional relationships throughout New England with accountants, lawyers, and other professionals. Often, our clients have existing professional relationships. When this is the case, we seek to build a working relationship and complement the valuable services which our clients are already receiving.

We Are Dedicated to Client Wellness

“Wellness” is defined in many ways, but almost all definitions speak to being balanced. The financial planning process is aimed at being one part of the wellness equation. It helps you achieve financial health by eliminating the confusion and complexity that exists in the financial decision making process. Similar complexity and confusion can exist in caring for our physical and emotional health. To assist clients in this important piece of the wellness equation, we have formed an alliance with PinnacleCare, a healthcare advocacy firm. Our Harvest Club members are eligible to receive preferred pricing from PinnacleCare.

To explore the resources we offer our Harvest Club members, please click on the links below:

Stronger Together

We are proud to represent Charter Oak Insurance & Financial Services, Co. (Charter Oak). In business since 1886, the firm counts itself among the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual).

Charter Oak continues to grow in ways that helps us better serve our clients and community. Its team of over 200 professionals serves more than 70,000 individuals, families and businesses with insurance, financial services and fee-based financial planning (1). The agency holds more than $3.4 billion in client policy and account values (2) and more than $11 billion in life insurance coverage inforce (3).

All information as of 3/01/09.

Charter Oak's extensive network of specialists, as well as its alliances with banks, law firms and accounting firms throughout the Northeast are benefits we are happy to extend to our clients. Through our relationship with Charter Oak, we are able to enhance the individualized attention you receive from us with the depth and resources of a larger firm.

It’s just one more way we're stronger together.

(1) An insured, owner, or payer of a MassMutual policy or contract.

(2) Includes values of MassMutual and subsidiary insurance companies' insurance and retirement products and investment products offered through MML Investors Services, Inc. a MassMutual subsidiary.

(3) Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.

CRN201007-134504