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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.