The Team
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work with our client’s attorney and CPA to help bring clarity and comfort to it by guiding our clients — and their families — through the process. Our clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Barbara Case

Barbara Case

Financial Advisor

More about me...

Contact

barbara.case@ampf.com

617.451.1400

Designations

APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies

Education

Eastern Nazarene College, Quincy, MA - B.S. Business Management
CA Insurance #0F05293

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Our Staff

Jessica Govoni

Jessica Govoni

Registered Client Service Associate
More about me...

Contact

jessica.l.govoni@ampf.com

617.451.0442

Qualifications

  • Series 7
  • Series 63
  • Life, Accident & Health Insurance