Boston 128 Companies Inc. is a full service financial firm with a unique specialization in corporate non-qualified, deferred compensation plans. We have hundreds of corporate clients for whom we have custom designed a variety of tax-advantaged, wealth accumulation plans for both owners and key executives. As an outgrowth of our corporate work, we have found many business owners and executives requesting assistance in the overall coordination of their retirement planning, investment planning, family gift and estate planning. Consequently, we have added an additional computer modeling service which allows individuals to construct very sophisticated projections in these areas. By changing variables and testing several "what if" scenarios, our clients can gain a broader understanding of their overall financial, retirement, tax and estate situation. Armed with this type of modeling capacity, our clients have the information with which to make intelligent decisions, map out a plan and execute the plan successfully. In order to round out the full range of financial services our clients require, we have added resources over the years in the areas of asset allocation, investment planning and personal insurance. Please review our web site for more information on areas that might specifically help you, your family, your business or your employees. Our business has been built on trust, integrity, creativity, service and quality. I hope we have a chance to make you part of our business family.

Most sincerely,

STEPHEN L. BRUNEAU, CLU, CFP®

PRESIDENT & CEO

Testimonials

"I am sure you have endless references.  If you ever need one more let me know.  Too many financial advisors I deal with are more concerned with retaining the assets under management instead of facilitating interest in my life.  You are the exception.  I must have had 50 plus financial planners call on me prior to hearing from you.  Everything from competent to con artist.  I haven't met one yet that compares with the gold standard you have set.  I appreciate the frank advice regardless of how it effects you and your company."   Robert Parks, Victor Microwave, Inc.  (Client since 12/28/97)

"Bill Krauss, of Boston 128 Companies, has done an excellent job educating our senior executives on a variety of tax advantaged strategies."   Mary Fothergill, Vice President, Federal Reserve Bank of Boston

"Boston 128 Companies did a great job in designing a plan for us that both tied in our key people and gave them an exceptional reward for continuing to drive the growth of our company."  William Kelly, CFO, National Offset Blanket Supply, Inc.

"Boston 128 Companies was able to educate us on compensation ideas and concepts we had not been exposed to before."  Thomas B. Sullivan, CPA