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Insight for the Tax Year Ahead

tax strategiesPlan to attend this seminar to learn powerful and up-to-date strategies to help reduce your taxes and protect your assets.

• Learn tax tips on how to potentially reduce your liabilities and meet your financial goals.

• Learn how to avoid unnecessary income & estate taxes and losses.

• Learn how to protect your assets and leave a lasting legacy.

NOTE: An exclusive program recommended for estates over $1 million.

2017 Tax Strategies

Be our dinner guest at one of these complimentary events:


villagGio ristorante

Tuesday, July 18, 2017, 4:30pm
4631 Falmouth Road, Cotuit, MA


Sea Crest Beach Hotel

Thursday, July 20, 2017, 4:30pm
350 Quaker Road, North Falmouth, MA


To reserve your seat, please call or email

Call 888-673-5775 or Email us


Can’t join us for dinner?

If you are unable to join us at one of these sessions, please contact us to schedule a no-cost, no-obligation consultation. Call 888-673-5775 or Email us


Robert C. Clowerfeatured speaker

Robert C. Clower

Bob has more than 25 years of experience as a financial and insurance advisor. His specialty and passion is retirement planning and he particularly enjoys working with clients who love the Cape as much as he does. Learn more.




Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts