Our Services

Whether you are starting a family, building a business or planning for your retirement, we can help you design a strategy to help reach your personal and business financial goals.

Family Protection

  • Fee-based Financial Planning
  • Life Insurance
  • Disability Income Protection
  • Long Term Care Insurance
  • Estate Conservation Strategies
  • Tax and Charitable Gift Planning

Wealth Accumulation

  • Mutual Funds
  • Fixed & Variable Annuities
  • (Managed) Accounts
  • Traditional & Roth IRAs
  • 401(k) Rollover Capability
  • Education Funding Strategies
  • Retirement Funding Options

Business Continuation Funding Options

  • Buy-Sell Arrangement Funding
  • Business Succession Plans
  • Key Person Life Insurance
  • Section 303 Stock Redemption

Employee & Executive Benefits

  • Deferred Compensation
  • Group Life Insurance, Health Insurance & Disability Income Insurance
  • Flexible Benefit Accounts
  • Selective Executive Retirement Funding Strategies
  • Split Dollar Life Insurance

Tax-Qualified Retirement Strategies

  • 401(k)
  • Money Purchase
  • Profit Sharing
  • Defined Benefit
  • Simplified Employee Pension (SEP)
  • SIMPLE IRA

To learn more, contact us today.

Fee-based financial planning services are offered through qualified Financial Planners of New England Securities, a Registered Investment Adviser, Boston, MA 02116. The Sundell Team is a separate entity from New England Life Insurance Co. and New England Securities Corp