Wealth Protection Strategies, LLC

To better serve my clients, I decided to take an important step and establish an independent financial planning practice. With the goal of superior service in mind, Wealth Protection Strategies, LLC was created along with this website. I'm excited to offer my clients the advantages of working with an independent financial professional, who has access to a more extensive portfolio of financial solutions. This provides you with the confidence that you're receiving objective recommendations, which are “best of breed” and specific to your unique financial situation.
 
One of the major benefits of working with an independent Financial Planner is:

• An independent financial planner is a professional who functions in a conflict-free environment, because there is no pressure and no incentive, to sell you proprietary financial products.

I’m confident you'll find my approach to financial planning to be a welcome alternative to simply purchasing (or being sold) proprietary financial products, that may not be in your best interest.
  
Wealth Protection Strategies, LLC specializes in the following:

• Long-Term Care Planning
• Life Insurance Planning / Review
• Medical Stop Loss
• Life Settlements
• Income Protection
• Education / College Funding
• Retirement Planning

Please contact us about the above topics or any other financial planning requirements you may have.

Best Regards,
 
Jay C. Forrester, CLTC
Principal & Financial Planner
Wealth Protection Strategies, LLC
 
978-777-1790 Office
jay.forrester@comcast.net