Life Stage Planning

Investment Services to Fit All Stages of Your Life

Young Accumulator - There is no better time than NOW to start saving for your future! Whether your goals include a new home, saving for retirement or starting a business, you have to start somewhere. A meeting with our financial advisors can help get you on the right path.

Family - You are raising your family and trying to do all the extras! Soccer, summer camp, family vacations...You're saving in your 401(k) and the kids have small bank accounts, but both college and retirement loom in the future. What do you do? Contact our financial advisor; they can help simplify the process.

Empty Nester - The kids are grown and you're looking ahead to retirement. You want to buy that vacation home in Arizona or take that cruise to Alaska. But you know you need to be saving as much as possible for those "golden years". Retirement will be a lot longer for you than it was for your parents, so planning ahead is essential. Our Financial Advisors are here to work with you.

Retiree - You're retired and living the "good" life. But is it what you expected? Higher living expenses and a fixed income make it more difficult to do the things you want; like traveling, going out to dinner and helping the grand kids. Take the opportunity to discuss your financial concerns with our financial advisors.

Senior Citizen- You worry every day about the cost of your medicine and filling the oil tank. "Will we outlive our money? What if we need a nursing home? We want to leave something to the kids, but you think that may not be possible." A meeting with our financial advisor can help get your financial house in order.

Free Consultation
For a complimentary, no obligation, informational consultation, from a licensed representative call Bill Bartin at 781-581-2250 or Anne Gelineau Powers at 978-977-2294.