Financial Planning

Founded in 1971, Robert Fine & Associates is a boutique high-end financial services firm conveniently located in central Massachusetts only 3 miles east of the Massachusetts Dental Society.

What we do

Services include:
  • Personal Planning 
  • Life Insurance
  • Disability Insurance
  • Risk Management
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Budgeting 
  • Debt Strategy
  • Business Planning
  • Group Insurance Benefits
  • 401(k) Plans
  • Business Continuation Planning
  • Buy/Sell Funding
  • Key Person Insurance and Retention
  • Business Exit Planning

How we can help you succeed

Robert Fine & Associates provides members of the MDS with access to their experienced financial professionals and a state-of-the-art personalized The Living Balance Sheet® website to view your entire financial picture.

Discounts and Savings

Please fill out the Robert Fine & Associates form below to learn more about discounts and savings for members of the MDS.

 


Robert Fine and Associates

Please use the form below to request more information about Robert Fine and Associates.

 

Robert Fine and Associates

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