UMass Memorial Health employees

Start building your UMass Memorial benefits into a personalized planning strategy

We will reach out within one business day to arrange a time.

what happens next

Start With a Complimentary Conversation

Connect directly with an advisor and determine whether our approach is right for you.

01

Tell Us How to Reach You

Complete the short form with your contact information and the best way to reach you.

02

Choose a Convenient Time

An advisor will contact you, generally within one business day, to arrange a conversation around your schedule, in person or by video.

03

See How We Can Help

We will discuss your priorities, answer your questions, and explain what working together could look like. From there, you decide how you would like to proceed.

Finivi Inc.
1400 Computer Drive, Westborough, Massachusetts 01581
Approximately 20 minutes east of the Worcester campus. Both in-person and video meetings are available.