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Welcome to Financial Planning and Life Insurance with Krista

The Sensible Approach to Risk and Retirement Management

I am proud to offer a wide range of policies and plans to meet your specific business or personal requirements. Let us work toward your future goals together so you can enjoy your present. Call today for more information at 617-431-3893, or submit a request below. 

Services Offered

Customized Solutions

Life Insurance and Financial Planning with Krista offers a wide variety of high-quality and customizable insurance packages and financial solutions for our clients' needs. Schedule your consultation today to learn what we can do for you.

401(k)/IRA Rollovers

Life Insurance

Mortgage Protection

Retirement Planning

College Savings

Legacy Planning

Fixed Indexed Annuities

Indexed Universal Life Insurance

Executive Bonus Plans

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Request More Information 

Once requested, you will be contacted to set up a time to meet and discuss your concerns and goals. This service is entirely free, as the only cost to you would be any programs you may choose to purchase. 

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About Us

Unparalleled Insurance Services

We with clients to find the best tools to assist them with their individual goals. You aren't the same as everyone else so why would your needs be? Contact us to get a free estimate today.
With us, you'll always be an individual. 

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