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Workplace Retirement Planning
As an employer or as a self-employed professional, you need to make decisions about retirement benefits in an increasingly complex environment. We will focus on the unique need of your business to provide a creative and comprehensive solution to your workplace retirement needs.
We will:
  • Offer the best available products in the marketplace.
  • Evaluate plans from multiple providers.
  • Show you how to create a diversified menu of investment options and review them annually.
  • Provide employee communications in a motivational and easily understood format.
  • Guide you toward sustainable growth by containing costs without sacrificing quality.
  • Reduce related administrative burdens.
  • Help to ensure you meet compliance and regulatory requirements.
  • Assist with providing benefits designed to recruit and retain employees.
  • Provide a reasonable, transparent, and easily understood fee structure.
Employee retirement planning through defined contributions plans is one of Chartpoint Financial's areas of greatest expertise. We offer from the leading providers:
  • SEP and Simple IRAs
  • 401(k) Plans
  • 403(b) Plans
  • Pension Plans
  • Profit Sharing Plans
205 Willow Street, Bldg. A, South Hamilton, MA 01982
Ph: 978-468-1499/ Fx: 978-468-1181

©2012 Chartpoint Financial Group LLC. All rights reserved.
Employee Benefit Services
Our Goal is your success. We help you meet your business needs and those of your employees. We focus on:
  • Recruitment and retention of key employees allowing you to compete more effectively.
  • Overall employee satisfaction and the resulting increase in productivity.
  • Management of costs while maintaining quality - a critical factor in the sustainable growth of your business. 
  • Reducing your administrative costs by outsourcing key human resource function.
  • Understanding  and addressing changes in regulatory requirements and compliance.
  • Personalized, concise, and informative communication. We listen to your needs and not those of our insurance carriers.
We provide a full range of insurance products both to employees, as well as the comprehensive planning to meet your needs and address the changing regulatory environment. We offer the following types of policies:

  • Medical
  • Dental
  • Disability
  • Life
    • Annuities 
    • Universal 
    • Whole
    • Term
  • Long Term Care
  • Special Niches

205 Willow Street, Bldg A, South Hamilton, MA 01982
Ph: 978-468-1131 / Fx: 978-468-1181

©2012 Chartpoint Financial Group LLC. All rights reserved.
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 Securities and investment advisory services offered through FSC Securities Corporation, LLC, member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Chartpoint Financial Group, LLC which is not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DC, ME, MA, MI, NH, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.