Commonwealth Advisory Group

Tenzing Insurance Strategies, located in Needham, MA, is an independent and trusted advisor that specializes in providing sophisticated advice on the use of life insurance for generational transfers, wealth management, and legacy planning. With a focus on client needs and commitment to service, Tenzing evaluates existing insurance programs, designs creative life insurance solutions, negotiates competitive product solutions, and provides dependable policy administration and service. Clients and advisors choose Tenzing for their analytical and consultative approach, access to innovative insurance products and industry resources, as well as their integrity and trustworthiness. As a member firm of M Financial Group, Tenzing Insurance Strategies offers independence and objectivity in guiding clients towards achieving their financial legacy and security goals.Generated from the website

Commonwealth Advisory Group, founded in 1992 by Estate Planning Attorney Philip C. Amaru and Executive Director Laureen Vaughn, specializes in helping elders and their families protect their assets from the complexities of nursing home Medicaid care. With a focus on middle-class families, they have successfully assisted thousands of clients in Massachusetts to preserve their hard-earned assets when faced with the challenges of nursing home admissions. The firm is dedicated to providing tailored solutions for asset protection, estate planning, and elder law, ensuring clients navigate the legal landscape with minimal stress. Their expertise and professionalism have garnered positive testimonials from families who have benefited from their comprehensive approach to elder care planning. Generated from the website

Cerity Partners, located in Boston, MA, is a financial services company offering comprehensive solutions for individuals, families, businesses, and nonprofit organizations. Their services encompass wealth management, investment solutions, estate and gift planning, financial planning, insurance planning, tax planning, and more. With a team of experienced advisors, Cerity Partners is dedicated to providing personalized and objective financial advice to help clients achieve their unique financial goals. Their mission is to assist clients in navigating the complexities of financial planning with expertise and care. Generated from their business information