Dennis assists our members with retirement planning, strategic asset allocation, and wealth transfer strategies. He is committed to providing you with access to sound and suitable investment advice and solutions. Dennis has been in the financial services industry for over thirty years, most recently with TIAA Wealth Management. As part of his holistic approach to planning, he can help you better understand your existing retirement plans at Harvard and the role they can play in achieving overall financial security.
Key Areas of Concern for our members
1. Will I have enough to retire?
2. How will I generate income in Retirement?
3. Are my assets appropriately allocated?
4. How will I help my child pay for college expenses?
As a member, you are entitled to a no obligation review of your finances with Dennis. He can provide you with valuable information on financial planning topics that include:
● 401(k) 403(b) and 457 Consolidation Review
● Retirement Income Strategies
● Protecting Assets for Legacy Goals
● Tax Efficiency for Retirement Income and Legacy
Dennis is passionate about helping our busy members plan for the future. He understands that you may not have time to focus on complex financial matters and can help you with efficient reviews. He has a BSBA from Nichols College and holds the FINRA Series 6, 66, 7, and Series 63 securities licenses with LPL as well as the Commonwealth of Massachusetts Life and Health Insurance License. Dennis assists our members at all locations.