Joining Together for Your Financial Wellness
Blue Cross Blue Shield of Massachusetts (BCBSMA) has just released their Fall 2017 quarterly newsletter Healthy Times. This publication is distributed to over 200,000 BCBSMA members. As part of our ongoing initiative with BCBSMA, Generations Asset Preservation (Generations) has been prominently featured. BCBSMA is integrating Generations into their supplementary services platform. As part of the agreement with BCBSMA, we offer significant discounts on our fees, while helping to guide BCBSMA members in all phases of estate planning and retirement planning.
We are extremely proud that BCBSMA has chosen Generations to help their families implement the proper legal documents*. In addition, Generations can help their members with a complete financial analysis and offer recommendations and execute strategies that will help secure a financially secure and worry free retirement.
If you or anyone you know could benefit from our estate planning and retirement planning services, or if you have any questions regarding your particular situation, call our office for a free consultation at 781.535.6133.
*Through our law affiliate, The Law Offices of Anthony E Morgan