The Massachusetts CORE Plan has gathered a host of great academic and industry minds who are passionate about many of the issues and dynamics surrounding the major personal finance and retirement savings challenges facing Americans today.
CORE Plan Team
Prefer to ask questions face-to-face or continue an ongoing conversation? Lisa, our local Plan representative, is a great resource.
The Key Retirement Plan Advisor is a registered representative of GWFS Equities, Inc. and an investment adviser representative of its affiliate, Advised Asset Group, LLC, a registered investment advisor.