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Proactive Planning

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your success is our only mission

Our Mission

your success is our only mission

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Education

We all want our children to be professional athletes…..what is your plan B?

Check out Collegesavings.org

Paying for college while saving for retirement

 

It is widely recognized that a college education allows our children to achieve future successes.  However it is well documented that higher education is not cheap, in fact the costs associated with higher education continues to rise at the staggering rate of four percent year over year.  Many parents are alarmingly concerned as it relates to their plan to fund their child’s educational expenses. There is versatile offerings to help you realize your child’s educational aspirations. 

 

The Briarwood Perspective

  • Life Insurance
  • Disablility, Critical Illness, and Long Term Care
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving
  • Education

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8 Briarwood Dr
Danvers, Massachusetts
01923 United States

  •  Tel: 978.539.8760
  •  Fax: 978.750.1948
  • E-mail: Michelle@BriarwoodPrivateWealth.com  
    Guy@BriarwoodPrivateWealth.com

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