Who Are We?
Sheltered Harbor Planning
Every day we welcome our clients to our main office overlooking Plymouth Harbor – a place where hundreds of years ago the Pilgrims came to the New World. They were seeking freedom: religious freedom and freedom from tyranny. When they arrived, they sought shelter in Plymouth Harbor. They built a life here.
Every day when we look out of our office windows and see the Mayflower – the ship that brought these courageous people to our harbor – we’re reminded that the cars pulling into our parking lot are like miniature mayflowers pulling people into our harbor to get help from us.
Our passion is to provide each client with that sheltered harbor for their financial freedom because it’s not about the money. It’s about being able to preserve the aspects of life that make it so special.
Our Home Team
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.