Our Services

 
New England Financial
Pacific Rim Group
offers a full range of financial products and services, and the help needed to chart a successful financial future.
 
Our relationship begins by reviewing your current situation and establishing goals. Then we help develop a strategy to reach these goals, matching the appropriate financial products to your needs.
 
Our associates are qualified in helping clients develop strategies for retirement, estate planning and funding a college education. We are also skilled in helping businesses develop and implement business protection programs, compensation & benefits packages, and retirement programs.
 
 
  
Personal And Family Needs
 
Family Protection
Estate Conservation Strategies*
Traditional Life Insurance
Variable Life Insurance*
Term Life Insurance
Disability Income Insurance
Health Insurance
Long Term Care Insurance
Tax Strategies
Charitable Funding**
 
 
Wealth Accumulation Strategies
 
Mutual Funds*
Variable and Fixed Annuities*
Advisory (Managed Accounts)**
Retirement Funding Options
Traditional, Simple and Roth IRAs
IRA Rollovers
Education Funding
Investment Services*
Brokerage Services
Asset Manager**
  
 
Business Continuation Strategies
 
Business Loan Protection Funded with Life Insurance
Business Overhead Insurance
Disability Income Buyout Insurance
Buy-Sell Agreements Funding
Key Employee Insurance
Business Succession Strategies
 
 
Executive Benefits Strategies 
 
Deferred Compensation
Group Carve-Out Insurance
Individual Disability Income Insurance
Split Dollar Life Insurance
Selective Executive Retirement Plans
Executive Benefit Plans
Non-Profit Services
 
 
Tax-Qualified Retirement Strategies
  
403(b) Plans
Tax-Qualified Retirement Plans
Corporate Retirement Strategies
401K Plans
Profit Sharing
Money Purchase
Target Benefit
Defined Benefit
Simple IRA
Simplified Employee Pension (SEPs) 
 
 
Employee Benefits Products*** 
Dental Benefits
Fixed Benefit Accounts
Group Life Insurance
Group Health Insurance
Long-Term Disability Income Insurance
Short-Term Disability Income Insurance
Accidental Death & Dismemberment Insurance
Payroll Deduction
 
 
Regardless of your need, New England Financial offers products and services that work for you. We are here to help you attain your financial goals and dreams and help you get through life’s uncertainties.
 
*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
 
**Offered only through Investment Advisor Representative of New England Securities, Boston, MA, a registered investment advisor.

***Offered through an independent brokerage agreement between your financial representative and various carriers