Fee-Only, Holistic Retirement Planning Leads to Better Decisions and Fewer Worries
We offer expert guidance to help you make important decisions for you and your family around retirement. Organize and protect your assets through one of life’s most important transitions. Work with a reliable partner that will help you evaluate all aspects of your finances and receive objective, comprehensive advice customized to your personal goals. We provide fee-only financial planning, which means we’re committed only to you.
Looking for an advisor that puts you first?
You and your family are at the center of our planning process. We’ve made a fiduciary commitment to you, so you can always count on us to work in your best interest. We’ll work together to make a retirement income plan that works specifically for you. Have someone to turn to whenever you have questions about big decisions that may significantly impact your lifestyle. When your plans change, we’re there to help you adjust, and get you where you want to go.
Whether it’s planning for income, expenses, taxes, healthcare, or social security, we can help you plan for a secure future. Get the peace of mind that comes with better planning.
Read our better approach to financial planning to see how we’re different from other advisors.
What does ‘fee-only financial planning’ mean?
Fee-only financial planning means we’re on your team. We have a fiduciary responsibility to act in our clients’ best interest. We are independent, registered advisors and are never paid a commission of any kind. Additionally, we have a legal obligation to provide unbiased and trustworthy advice.
We’ve taken the ACP Member Pledge to Clients, so you can be sure our focus is on you.
Live the life you’ve envisioned
Maureen Demers is a Certified Financial Planner ™ in North Andover, MA. With extensive experience, she is well equipped to help her clients address a broad range of topics, from investment oversights to tax planning. Moreover, she listens and pays attention to unique individual and family needs and circumstances. Read more about Maureen here.
When you work with a trustworthy advisor, you can feel confident about reaching your goals and living the life you’ve envisioned. Take the first step by contacting us.
Sign up for our monthly newsletter and receive our free guide:
“7 Keys to Financial Independence”