Our current affiliates are located in Central and Eastern MA, however through the amazing power of the Internet we are able to work with people anywhere in the country. If you’re looking for a team of retirement specialists, and are comfortable starting a relationship with us via the web or phone, let’s talk.

Even if you already have an advisor you’re working with we invite you to take advantage of our assessments, which will give you a great 2nd opinion and an opportunity to raise the bar on him or her. We also invite you to take any of our e-classes and interact with all of the valuable content on our website.

When it comes to retirement planning, we believe the most important and best investment you’ll ever make is hiring a retirement specialist and educating yourself on the issues. It’s simply too important and too complex to be left to chance, to previous ways of thinking, or put off to another day. We’ll also make sure you stay on track and take all those important action items when you’re suppose to (like claiming your Social Security, converting to a Roth, purchasing a Long Term Care policy, etc.). Like everything in life, a goal without a plan is just a wish and by consistently making informed decisions and committing to and implementing a plan, you’re much more likely to succeed.

You’ll have your own affiliated retirement advisor who is licensed to offer balanced and objective investment and insurance solutions in whatever combination makes sense for you. We run many simulations and projections to help making smart, research-backed and data-driven decisions about how to make your income last throughout retirement. We also oversee other specialists as required for your unique situation: CPAs, estate attorneys and others.

No, you can interact with the content in our Learning Center, take a class, follow our blog posts. Or, you can request single Assessments to analyze individual components of your retirement plan or address specific concerns. You can also hire us to create your plan and either deploy it yourself or with another advisor, although we feel our guidance will allow you to know more, get more, keep more and have more.

When you contact us, we’ll put you in touch with one of our affiliate advisors to get started. He/she will recommend that you commit to our 4-step meeting process as well as answering a few questions about your retirement goals and needs.  After this initial discussion, we’ll decide together if we’d like to move forward to the first step in our retirement planning process.

Our Retirement Power Hours planning approach requires that everyone we work with commit to the approach and our 4-step meeting process. Together, we make decisions about your retirement and the outcome you seek. Then, with our guidance, we build your retirement to meet those goals, and continue to monitor and adjust the plan as your life unfolds.

Our Retirement Power Hours planning service covers a series of strategy meetings and is priced at $2,500. Our assessments are priced separately depending upon the assessment you require. Our ongoing fees are 100% transparent and dependent upon your unique situation. However, we are proud to say that our fees are some of the lowest in the industry.

When you work with us on a retirement plan or assessment, you don’t have to move your investments over to us. When we reach the investment planning portion of our retirment planning process, we will do a portfolio analysis and suggest any re-allocation that will put you in a better position.