A team approach
The world is an increasingly complicated place and no one person has all the answers.
At Financial Partners you get our team which includes two long time financial professionals, highly motivated associates with the latest skills and training, and our entire support staff. All have knowledge and experience with financial planning, insurance, and investments that totals more than 50 years. While your privacy is paramount and always protected, your case will get the advantage of our collective experience.
In addition, we frequently call upon the services of the Estate and Business planning department at Massachusetts Mutual Life Insurance Company (MassMutual). This team of 9 advanced planning attorneys, with experience in complex tax and estate issues, is available to you at no cost. Although these attorneys do not create documents for our clients, this knowledge and discussion of Wills and trusts, planning gifts to children and charities, are invaluable services to our clients.