A client's principal investment is never subject to decline due to a drop in the market. It bears zero risk due to market fluctuations, uncertainties, and global economic conditions. The account will lock in its interest annually. Some of our investment strategies have outperformed the S&P 500 over the last twenty years.
Talk to us if you are interested in maximum gains, insured investments, and wealth management. MARGARET TULLY specializes in Index Products. This new asset class gives you a reasonable rate of return while protecting your money. History is showing that over the past 20 yrs, Equity Index Annuities are outperforming the S & P 500.
Talk to us if you are interested in maximum gains, insured investments, and wealth management. MARGARET TULLY specializes in Index Products. This new asset class gives you a reasonable rate of return while protecting your money. History is showing that over the past 20 yrs, Equity Index Annuities are outperforming the S & P 500.
Services
Margaret Tully, Owner and Wealth Advisor, has been advising clients since the early 90's. She has been a proven producer for Fleet Bank, earning the prestigious award of being the Top Producer in Northern New England. Because of her tenacity to provide clients with simple, understandable, cutting edge products and services, MARGARET TULLY the company evolved.
With our Wealth Management Products, we have not had a client ever lose money. Our products and services, such as index investing, are designed with a safety net to protect you on the down side. Over the past 20 years, our growth-oriented products have outperformed both the S&P 500 and the bond market.
A Health Crisis can turn your life and finances upside down. A 35-year-old has a 50 percent chance of becoming disabled for a 90-day period or longer before age 65. About 30 percent of Americans ages 35-65 will suffer a disability lasting at least 90 days during their working careers. We hear about save money for Retirement.
This is an area that requires a significant amount of expertise, as well as the ability to be independent, to search the market for the best available solution. We feel honored to be knowledgeable in this area, and work with Estate Planning Attorneys who also specialize in this area. Estate transfer and planning for long-term care is our specialization.
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