Financial Services - North Dartmouth, MA, US
Raymond Lantz and the USA Wealth Group team is a group of experienced professionals dedicated to helping our clients create a plan for a confident financial present and future. Collectively, we have more than 80 years of experience helping clients define their goals and create retirement income strategies. Our mission is to help you create income in retirement and preserve family wealth. We will help you set goals, review your assets and budget, and design a Wealth Management Plan with specific strategies to achieve your goals.We offer guidance and advice to our clients in every aspect of these fields: • Retirement Income Planning• Tax Planning Strategies• Long-Term Care• 401(k) & IRA Rollovers/Pension Choices• Mortgage Planning• Social Security Maximization• Annuities• Life Insurance • Funeral & Burial Insurance• Charitable PlanningInvestment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and USA Wealth Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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