Financial Planning

Whether you are just starting your career, heading toward retirement, or managing a business, Retirement Income Specialists will help you define your goals, assess where you are in the journey, and build a comprehensive plan. Our expertise includes cash and liability management, investment planning, risk management and tax planning.

Importantly, your personal financial plan will not only detail strategies for savings and investments, it will also define the optimal combination of income streams once you have retired.

Once your plan has been built, we will help you manage the implementation of your plan, and provide ongoing advice to adjust the plan as your goals change.

Services We Offer: 

For You And Your Family:

  • Investment strategies
  • Student loan analysis
  • Tax planning
  • Risk management
  • Retirement income strategies
  • Long-term care strategies
  • Estate strategies
  • Trust services*

For Your Business:

  • Expert financial advice
  • Business continuation strategies
  • Employee benefit and retention services
  • Retirement analysis and programs

 * Trust Services provided by The MassMutual Trust Company, FSB, a wholly-owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)