Our Mission

To provide you with the highest level of

  • Objectivity
  • Transparency
  • Expertise
  • Integrity
  • Service

in helping you make decisions on the use of insurance as an effective planning tool, preserving your financial plan for the purposes you intended.

 

LINKS TO ADDITIONAL RESOURCES:

 

 

 

 

 

Our Process

Have you given any thought to what would happen if you, or a family member, needed some form of extended health care?

  • Who will take care of you?
  • What will the cost be?
  • Where will the money come from?

We can help guide you through the process of answering these questions, and recommend an appropriate course of action based on your personal situation. 

Our process is all about education and informed decision making.  There are no sales appointments at your house, or canned presentations.  We prefer phone appointments, email, and if you like, meetings in our office, to help you develop an extended care plan that is right for you and your family.

Our goal is to help you review the consequences of not having a plan for extended care, and how that will affect you and your family.  To help you develop a plan to mitigate those consequences, and consider what will pay for that plan.  Insurance is not the plan, it is one way to pay for your plan.

Call Ray Dobbie, Jr., CLU, ChFC, CFP©, CLTC at 781-237-0004 to learn more about our services.