Insurance And Your Financial Plan
A well-constructed and periodically reviewed financial plan isn’t complete without insurance.
In addition to life insurance for the security of your family, we have access to other insurance products to meet the financial needs of individuals and business owners. Whether you are seeking an enjoyable retirement, funds to educate children or grandchildren, life or business insurance, the preservation and transfer of your estate or ways to minimize your taxes - we can help.
We work with a variety of insurance companies to fulfill all of your financial needs. Educating our clients about the different insurance products available at Chelsea Groton Financial Services through Infinex Investments, is a pivotal first step in establishing a well-crafted financial plan based on mutual trust. We can help you meet your financial dreams.
- Life Insurance
- Long-Term Care Insurance
- Fixed and Variable Annuities
- Buy – Sell Insurance
- Key Person Insurance
- Disability Insurance
Are these products right for you? Finding out couldn't be easier. Look into annuities for retirement income and insurance for your peace of mind. Work with one of our experienced financial advisors. Call us today at 860-572-4040.
We do not provide tax advice. Consult your tax advisor.