Expert and personalized retirement planning solutions for individuals, couples, and small businesses in MA, RI, NH, and ME
Design and manage your investment portfolio to meet your goals consistent with how much risk you are comfortable taking.
Advising you in all three stages: saving for retirement, transitioning into retirement, and generating income during retirement
Retirement Saving & Investments
Saving money in the right retirement plan, with the right mix of investments will put you on the right path.
Start your review with fi360’s Proposal Report™ to compare your current portfolio to the portfolio developed from your risk tolerance.
Offer a selection process using fi360 screening 10,000+ funds down to a couple hundred eligible for use in your portfolio.
If You’re Concerned About Your Financial Future, Let’s Talk