We offer a full-range of total financial services and a commitment to helping our clients improve their long-term financial success.
Thomas T. Riquier, CFP®, CLU, is President of The Retirement Financial Center, a CERTIFIED FINANCIAL PLANNER™ Professional and an Ed Slott Master Elite IRA Advisor Group™ member and as a Registered Representative of United Planners, practices the “total financial planning concept.” He has 42 years of experience and understands the unique financial needs of seniors. We constantly evaluate economic trends and recommends appropriate portfolio changes. In September 2008, Tom made the tough recommendation to his clients to liquidate all securities. Making the recommendation to get out of the stock market was difficult. However, Tom believes “your financial success is not only determined by how much you make when the markets go up, it is also determined by how much you don’t lose when they go down.”
Our team of experienced professionals has a hands on approach to working with our clients. We diligently watch over our clients’ accounts and we care about their success. Our objectives for our clients include: helping clients reach their financial goals, decreasing tax liability, and protecting principal.
Call us at 978-777-5000. We want to help you maximize the growth of your money and retire or stay retired with confidence.