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.

The Ultimate Guide to Your Medicare Supplement

In the Market for a Medicare Supplement Insurance Plan? Confused about where to start? Read the Top 5 Things You MUST know when shopping for a Medicare Supplement Policy, our free guide for all of your Medicare Supplement needs.

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!