Our Services
Langtree can assist you in a variety of ways that may include:
· Financial check-ups
· Broad-based or targeted financial
planning and analysis
· Hourly financial advice on specific issues
· Retirement planning including 401(k),
403 (b) and 457 allocation
· Retirement income strategies
· College funding advice
· Life, disability and long-term care
insurance needs analysis
· Estate planning fundamentals
· Cash flow plannning and debt reduction
We offer a free, no obligation “Get Acquainted” meeting to describe our services and fees and to exchange information to determine which of our services is right for you. You don't need a fortune to start building one. Call 978-874-0885 and get started today.
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