Investing in Relationships for Life

The MNE Group is dedicated to providing our clients with the strategies needed to achieve their lifelong financial goals.  We provide the experience, resources, services needed to support clients in a complex and ever changing financial environment.  The depth of our commitment is evidenced by the long lasting client relationships we form.

Throughout the course of our relationship we provide personal support through

• Analysis of your financial situation
• Establishing and monitoring your financial goals
• Implementing your financial strategy
• Continuous monitoring of financial strategies to adjust to life’s evolving changes

Areas of Focus

Wealth Management
   Fee based Financial Planning*
   Investment Strategies
   Estate Planning
   Retirement Needs Analysis
   Charitable Giving Strategies
 

Investment Planning
   Customized Managed Accounts
   Mutual Funds
   Annuities
   College Funding 529 plans, Coverdell
 

Risk Management & Family Protection
   Life Insurance
   Disability Income Insurance
   Long Term Care Insurance
   Special Needs Planning
 

Group Employee Benefits
   Retirement Plan Design and Implementation
   Group Life, Disability & Long Term Care Insurance
   Executive Bonus Plan Funding
 

Business Protection
   Business Succession Planning
   Key person Protection
   Deferred Compensation Programs
  

*Fee-based-financial planning services are offered only through approved financial planners of New England Securities, Corp., a registered investment advisor.  New England Securities does not provide tax or legal advice.  Please consult your tax advisor or attorney for such guidance.