Wealth and Business Protection

TRADITIONAL LIFE INSURANCE

We design, underwrite, acquire, and service life insurance products for our clients through multiple life insurance carriers.

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Our clients use life insurance to:

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  • Fund estate liabilities

  • Provide liquidity for inheritance and charitable bequests

  • Tax-efficient asset to enhance short-term and long-term earnings

  • Insure owners and key executives to fund corporate liabilities

  • Maximize Funding of policy for tax-free retirement income streams

  • Use death benefits for tax-free long-term care and/or critical illness

Harbourside Wealth Management

96 Shaker Road

East Longmeadow, MA

Call us at 413-224-2488

Gary W. Lavallee, ChFC is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. Located at 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Harboursldewealth Management and Wealth 2K are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Gary Lavallee is registered In MA, CT, FL, TN, AZ., VT, VA and MD.

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