01. About Us

The Retirement Financial Center is committed to helping our clients improve their long-term financial success. We accompany you through all the phases of retirement. We continually evaluate economic trends and make portfolio adjustments when necessary. The resulting customized programs are designed to grow, protect and conserve our clients’ wealth.

02. Our Mission

Our mission is to bring peace of mind to the process and experience of retiring and being retired through education, planning, implementation, performance and legacy.

03. Our Process

We provide a hands-on approach and personalized service 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 planning and retirement.

Services

 

Retirement Planning

We view Retirement Planning as a process that helps in the development of a plan to reach your goals over time. Your retirement plan will change as your goals change. We begin the process by meeting with you to discuss your goals and review all of your financial and insurance information.
 

Our Vision

We believe the more you understand the better off you are making financial decisions. We offer a variety of complimentary classes. We also review all aspects of your financial life as you prepare to retire. It is our goal to help you retire and stay retired.

Our Team

Pre-Retirement and Retirement Planning

We view Retirement Planning as a process that helps in the development of a plan to reach your goals over time. Your retirement plan will change as your goals change. We begin the process by meeting with you to review all of your financial, legal, and insurance information.

Learn More

Blogs

Directions

Q

From Logan Airport

  • Bear right at the exit of the airport, following Rt. 1A North. When you come to a large rotary, go straight through the circle. Follow signs for Rt. 1 North.
  • At the second rotary, take your second right. There will be an appliance store on your right. Follow this road which will take you by the Northgate Shopping Center on your right.
  • At the third rotary, take your first right. This is Rt. 1 North.
  • Follow Rt. 1 North to Rt. 128 (between Holiday Inn and Bertucci’s). Take 128 North. You will be on Rt. 128/95 (exits will count up). Where 128 & 95 separate, stay left on 128 (Gloucester, exits will begin to count down).
  • Travel past the North Shore and Liberty Tree Malls, on your left. Take Exit 22 (Beverly/Middleton Rte. 62) Stay left for 22W. Turn left at lights. At 2nd light turn right (State Rd.) We are in the light yellow building at top of hill on your right.

Q

From New Hampshire (Rt. 95)

  • Rt. 95 South to exit 50, now on Rt. 1 Danvers –  take Rt. 62 East; travel all the way to  Rt. 128 overpass.  Turn left beforegoing under rt. 128  (State Rd.) We are in the light yellow building at top of hill on your right.

Q

From Andover

  • Rt. 114 to Middleton Square; turn left onto Rt. 62.  Follow rt. 62 all the way to Rt. 128 overpass.  Turn left before going under rt.128 (State Rd.) We are in the light yellow building at top of hill on your right.

Q

From Danvers Square

  • On Conant Street, go past the Post Office and Holten-Richmond School (on your right).  At end, merge onto Rt. 62.  Turn left before going under rt. 128 overpass. (State Rd.)  We are in the light yellow building at top of hill on your right.