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Boston Office: 346 Commercial Street, Boston, MA 02109
Cape Cod Office: 411 Main Street (Route 6A), Yarmouthport, MA 02675

617-600-5488   Toll-Free:  877-472-5175

Retirement Planning

Whether you are in the accumulation phase or have already retired, a sound strategy may be critical to:

  • Meeting your retirement income needs, desires and expenses
  • Maintaining lifestyle choices and priorities
  • Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

We can help you develop a comprehensive plan to:

  • Identify and pursue your lifetime income goals
  • Minimize taxes on income–now and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives
  • 401(k) and Other Workplace Rollovers
  • IRAs (Traditional and Roth) and Conversions
  • IRA Consolidations and Transfers
  • Retirement Income Strategies