As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to transfer your assets to others while minimizing the burden of taxes, or securing your future income or funding your favorite charities. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
J. Peter Lyons is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state of MA. No insurance business may be conducted outside this state referenced.
James E Hart is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of MA & RI. No insurance business may be conducted outside these states referenced.
James E Hart is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency 201 Jones Road-5th Floor, Waltham, MA 02451 (781) 647-5700. In this regard, this communication is strictly intended for individuals residing in the state of MA. No offers may be made or accepted from any resident outside the specific state referenced.
James E Hart is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
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