Welcome to The Retirement Financial Center
Our mission is to help improve the process of retiring through education, planning, implementation and performance.
The Retirement Financial Center offers a full range of financial services and is committed to helping our clients improve their long-term financial success. We constantly evaluate economic trends and make adjustments when necessary. Our customized programs are designed to grow, protect and conserve our clients’ wealth.
Our team of experienced professionals has a hands-on approach and provides personalized, concierge-type services and expertise to help you retire or stay retired. We are dedicated to providing the sound guidance, education and expertise required in every phase of pre-retirement and retirement planning.
Call us today at 978-777-5000 to help maximize the growth of your money and retire or stay retired with confidence.
2-part Ed Slott IRA, 401(k), 403(b) 457, & Pension Class
Jan 17 & 24 from 1:30 - 3:00pm or 6:30 - 8:00pmSocial Security Class
January 19 or February 15: 1:30-3:00 or 6:30-8:00 p.m.Medicare Class
January 25 or February 14: 1:30-3:00 or 6:30-8:00 p.m.NEW CLASS: IRA Inheritance Trust Class
January 26: 1:30-3:00 or 6:30:-8:00 p.m.Gifting, Trusts & Other Tools for Estate Planning & Asset Protection
February 28: 1:30-3:00 OR 6:30-8:00 p.m.