NASHUA, NH

20 Trafalgar Square, Suite 440
Nashua, NH 03063
603.835.3250

 

MALTA, NY

101 State Farm Place, Suite 103
Malta, NY 12020
(518) 373-7300

 

NEW YORK, NY
1290 Avenue of the Americas, 4th Floor
New York, NY 10104
(212) 408-9000

 

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

Retirement Planning

Regardless of your vision, planning for retirement involves two key phases.

Accumulating Assets: Most of us spend our working lives striving to accumulate the financial resources necessary to achieve our vision of financial independence. We can help you navigate this phase by focusing on your goals, quantifying what it will take to achieve them and recommending investment strategies to align with your goals.

Withdrawing Assets: As you transition away from your working career, you will need to reposition your accumulated retirement assets to replace your income. With your unique goals for retirement clearly defined, it is our role to provide you with the strategies, resources, education and most importantly, the peace of mind required to achieve them. We will all face significant changes throughout this phase of our lives, often presenting us with new challenges and opportunities. Through our experience of working with clients as they transition into retirement, we can prepare you to anticipate and plan for the challenges, as well as to take advantage of opportunities to protect and potentially transfer the hard-earned wealth that you have created.

216

Combined Years Experience

1.148

Billions of dollars in assets
(as of 7/27/2022)

42

Years of Serving Clients

Talk to a financial professional that understands your ambitions.