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A Full Range of Financial Products and Services
- Life Insurance
- Annuities
- Mutual Funds
- Long-Term Care Insurance
- Disability Income Insurance
- Employee Benefits
- Financial Planning
- Banking Services*
- Investment Products
- Property & Casualty Insurance
- Critical Illness
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Individual and Family Planning
Insurance Solutions
Although the main purpose of life insurance is to provide a death benefit, it can serve other purposes as well. Besides offering family protection, it can serve as part of a comprehensive financial strategy. We have a wide range of life insurance products and knowledgeable professionals who can help you select the product that best suits your needs and goals.
Wealth Accumulation Strategies
Proper asset allocation and diversification are the cornerstone of our investment process. Our registered representatives will help you tailor an investment program based on your goals, risk tolerance, and financial profile. Whether it requires mutual fund investments, or managed accounts, your long-term goals are our priority.
Retirement Planning
Our representatives will work with you to establish retirement strategies designed specifically with your goals in mind. After an assessment of each individual's objectives, we develop custom plans using solid strategies and we offer products specifically designed for individual and corporate retirement plans.
Employee Benefit Solutions
New England Financial specializes in the areas of Group Health Insurance, Group Life Insurance, Group Disability Income Insurance, Employee Pension, Profit Sharing, 401(k) Plans, and Key Executive Plans. Our strong relationship with insurance carriers and knowledge of the myriad of industry plans and options allow us to effectively tailor benefits that best suit the needs of our clients. Our dedicated, professional staff incisively analyzes existing coverage and benefit levels and makes innovative recommendations on new or better alternatives to suit their clients objectives. In addition, we provide ongoing support services to each account, affording each client outstanding personal service.
Business Solutions
Our Business and Estate Planning Specialists provide you with a variety of professional services. From the design and implementation of a business succession plan, to helping you plan for the estate tax ramifications of business ownership, we are ready to exceed your expectations. Recognizing that many of our clients have financial and business issues that are closely related, our specialists can help you maximize tax benefits afforded your business while minimizing your individual income and estate tax liabilities.
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