Services

The financial management process at John Hancock begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.

We offer products and services for:

Personal Financial Strategies

  • Life Insurance
  • Retirement Planning
  • Long Term Care Insurance
  • Estate Planning
  • Financial Planning

    Tax Qualified Retirement

  • Corporate Profit Sharing
  • Traditional IRA
  • Roth IRA
  • Pension Rollovers
  • Individual Retirement
  • Tax-Shelter Annuities
  • Corporate Pensions
  • 412(i) Plans
  • SIMPLE IRA Plans
  • SEP
  • 401(k)

    Business Strategies

  • Key Person
  • Buy-Sell
  • Deferred Compensation
  • Salary Continuation
  • Group Life
  • Disability Insurance
  • Business Succession Planning

    Investments*

  • Mutual Funds
  • Variable & Fixed Annuities
  • Stocks & Bonds
  • Wrap Accounts
  • College Funding Plans
  • Private Client Groups
  • Money Managed Programs

    • Insurance products issued through John Hancock Insurance Agency, Inc., an affiliate of John Hancock Life Insurance Company, Boston, MA 02117.
    Securities and Investment Advisory Services offered through John Hancock Investors, Inc., Member     NASD, SIPC, A Registered Investment Advisor.