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 security and protect their assets:
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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.
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Money Management
HTR Group approaches money management with sell high/buy low strategies because the “buy and hold” approach has the potential to derail your long-term goals.
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Wills & Trusts
A Trust and a Will are both useful tools in the estate planning process; however, the differences between the two are not always clear and there are advantages and disadvantages to both.
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401k Planning
A 401(k) is the most common form of investment plan to anyone working for a large company, however small businesses and companies are also beginning to offer these plans .
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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.
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Tax Services
At HTR Group, we understand the important connection between proper tax preparation and successful retirement planning.
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Insurance
Learn more about the many substantial tax advantages associated with life insurance products.
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Contact Us
Have questions for us? Don’t hesitate to reach out us today. We’re happy to answer any questions you may have.