Providing personalized investment services to those intent on enjoying a secure retirement.


November 24, 2012 – Puritan Cape Cod Success Story

By on November 24, 2012 in Radio Show with 0 Comments

Chris is joined this week by our marketing director, Consuelo Carroll, in the first hour, discussing long term care insurance. In the show’s second hour, Chris interviews Rick Penn and Jim Penn of Puritan Cape Cod. Learn about their local success story on this week’s “Something More.”

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Understanding Long-Term Care Insurance

By on February 20, 2012 in Financing Education, Insurance with 0 Comments

Some basics on Long Term Care Insurance you should know. What it is and how it works.

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Feb. 11, 2012 – Market update and Long Term Care Insurance planning

By on February 11, 2012 in Radio Show with 0 Comments

Chris and guest co-host Mike Burton discuss these topics and more. How will you manage long-term care costs?

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Feb. 4, 2012 – Market Update, Long Term Care and Life Insurance

By on February 4, 2012 in Radio Show with 0 Comments

Market Update, Long term Care and Life Insurance combo policy. Is Gold in your portfolio a good idea?

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