508-281-5890
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Investing
Kevin B. McGrath AIF
®
Investment Advisor Representative
508-281-5890
Brenda A. Phillips
Paraplanner
508-281-5840
Michelle L. Chausse
Investment Advisor Representative
508-281-5860
Ellis N. Pfahl
Investment Advisor Representative
508-281-5820
Maria Lima
Retirement Plan Coordinator
508-281-5810
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Tools, Calculators & Resources
Stock Opter
OUR PROCESS:
1
Discovery and goal assessment.
2
Analysis of current assets, risk tolerance and resources.
3
Review a plan
of action and implementation based upon the premise that returns are random but risk may be more predictable.
4
Monitor your plan including changes in goals, resources, market conditions and health.