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.
Our mission is to bring peace of mind to the process and experience of retiring and being retired. We believe the more you understand the better off you are making financial decisions. In addition to financial advice and money management, we offer a variety of classes covering all aspects of your financial life as you prepare to retire and retire.
Our mission is to bring peace of mind to the process and experience of retiring and being retired. We believe the more you understand the better off you are making financial decisions. In addition to financial advice and money management, we offer a variety of classes covering all aspects of your financial life as you prepare to retire and retire.
Services
The Retirement Financial Center has been providing Financial Advice and Retirement planning in Danvers, MA and the North Shore for over 35 years. We are proud to have been able to help hundreds of families in our community navigate through the golden years of retirement and leave a legacy. As Registered Representatives of United Planners, Philippe Berthoud and William Riquier practice the "comprehensive financial planning method."
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 team analyzes your information and develops recommendations.
Philippe E Berthoud and William E. Riquier offer Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. United Planners and The Retirement Financial Center are independent companies. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations.
Yes and we will provide a free initial consultation so we can determine if your needs and our company are well-matched. It is a process that involves pulling together all of your material resources to develop a program (plan) for managing your financial resources and achieving your life goals while negotiating the financial challenges that may arise over time.
The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
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