Successful Money Strategies strives to help retirees and pre-retirees save as much as legally possible in income taxes annually. In addition, we strive to protect your assets from Estate Taxes, Probate, and Long Term Care costs (Nursing Homes).

The majority of our clients are retirees or active employees of the large telephone and electric utility companies in Massachusetts. Our offices are in Fall River, MA, yet we have clients throughout Eastern Massachusetts and Rhode
Island.