Tax Efficiency/Roth Conversion Assessment

In order to receive your complimentary Tax Efficiency/Roth Conversion assessment, please fill out the below form and hit the submit button when completed. We’ll contact you via email and text (if you provide a cell phone number) as soon as your assessment is ready. We’ll provide a link to schedule your review with one of our retirement tax specialists.


    Should you have any questions please contact Lynn Toomey at or at: 978.276.9145

    Here’s to paying as little taxes in retirement as possible.