Middlesex Financial Group - Middlesex Savings Bank

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Middlesex Financial Group

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Long-Term Goal	Advantages	Products Available

Retirement Planning	Potential for growth of assets Tax-advantaged savings	Individuals: Individual Retirement Accounts (IRAs), both Traditional and Roth. Rollovers from employer-sponsored 401(k), 403(b), and pension plans. Business Owners/Self-Employed: SEP, SIMPLE, 401(k), and pension plans. Life insurance, key pension insurance and disability insurance for any size business.
Living in Retirement	Provide steady income streams Yearly tax advantages	Income strategies, tax-advantaged annuities, charitable giving and other plans that make the most of your savings.
Estate Planning	Protect your financial legacy and beneficiaries upon your death Provide tax advantages that protect your wealth during retirement and upon your death	Life insurance, annuities and mutual funds with properly named beneficiaries. Long-Term Care Insurance: Health care and living arrangements for long-term disability while protecting your estate. Trusts and management of estate accounts. Tax-advantaged charitable giving solutions.
College Savings	Tax-advantaged savings Lessen risk caused by rising college costs	Tax-advantaged savings plans, such as 529 plans and Coverdell ESAs. Help asses college costs and estimate funding needs.

TALK TO US TODAY

For your complimentary consultation regarding our retirement and investment solutions, please contact Middlesex Financial Group at 508-315-5426 or visit your local Middlesex Savings Bank branch.

Strictly intended for individuals in: CT, FL, MA, MD, ME, NC, NH, RI, TX, VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.