Puritan Focuses on People Preparing for Retirement or Those Already There
Puritan is dedicated to helping folks with their financial future from ensuring they are ready for retirement to helping take care of their loved ones through estate planning. Puritan focuses on using insurance and financial products for income planning and wealth transfer.
Help Protect and Manage Your Retirement Income
You’re retired and doing fine, but you’re worried about outliving your retirement savings. Puritan can show you income planning options to help protect and extend your retirement savings as well as how to transfer what’s left to your loved ones in the most effective manner. Puritan is here for you!
Leave Your Legacy
You’re enjoying your retirement and are now considering the legacy that you want to leave for your loved ones. Is your estate structured to minimize taxes, avoid probate, and provide safety and security to your heirs? If not, Puritan is here to help!