Retirement Planning in Springfield, MA

HTR Group offers a broad selection of services that range from Income Planning and Money Management to personal and business insurance to help its clients achieve and increase financial confidence and preserve their assets:

Annuities

Annuities are insurance products filed with and approved by state insurance regulators. Our clients are often seeking guidance on an variety of financial objectives.

Market Guard®

Market Guard® is a complete series of model portfolios and strategies designed to help empower clients to preserve their assets along the way.

Income Planning

Most people consider contributing to their 401(k) plan all the “income planning” they need, but true income planning is an essential part of retirement.

Tax-Efficient Strategies

At HTR Group, we understand the important connection between proper tax preparation strategies and confident retirement planning.

Insurance

Learn more about the many substantial tax advantage strategies associated with life insurance products.

Contact Us

Have questions for us? Don't hesitate to reach out us today. We're happy to answer any questions you may have.