I have been a professional retirement adviser for 30+ years. I specialize in building custom retirement portfolios for people who are saving their money for retirement or are already retired.
Change Is Constant. How You Deal With It Determine Your Investing Success
Tim is a financial advisor that knows how to adjust your financial strategy to adapt to the changes life throws at you. Whether you’re an individual, couple, or family trust he’ll help you stay on track to your financial goals despite the shifts in the landscape.
Call Tim at 508-277-5847 or email email@example.com for a free, no-obligation financial planning consultation and financial profile assessment.
As a Massachusetts personal financial planner, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, annuities, and life insurance programs.
Social Security and Medicare are the cornerstones of most retirement planning strategies. One provides an income stream that you cannot outlive. The other provides health insurance when you are most likely to need it.
I advise on any possible rollovers from your employer’s retirement plan including plans in which you own company stock. I then design strategies for income planning during retirement.
After the death of a loved one, life insurance can offer enormous financial comfort to your beneficiaries. However, many Americans don’t have enough life insurance because of how it has been sold (high pressure) and the buying process (which can be cumbersome).