Financial Representative, The Bulfinch Group
Needham, Ma
INDIVIDUAL PLANNINGSheila’s experience as a self-employed insurance broker positions her for understanding the challenges that individuals and small business owners face in trying to attain financial balance. She is well equipped to offer customized strategies: Asset & income protection Insurance premium financing Minimizing income/estate taxes Education funding Creating cash recovery strategies Maximizing retirement income Risk management Estate/Charitable planningBUSINESS PLANNINGGiven her robust background in sales and market management in the chemical industry, Sheila understands the challenges that large corporations face in providing competitive employee benefit packages. Insured/self-funded medical plans Group Retirement Plans Group life and disability Executive compensation Group dental Business Continuation Planning Voluntary benefits Deferred CompensationOriginally from New Jersey, Sheila moved to Massachusetts in 1993 and she, her husband and two daughters enjoy New England life. They enjoy travel, music, theatre, and good food and wine shared with friends. She still has family and life-long friends in New Jersey and cherishes time spent at the Jersey Shore.Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. SCL_2017-04-27T19:23:55.878 Exp. 5/19