ENJOYING YOUR WEALTH

Plan for Enjoying Your Wealth with Guidance from NEIRG Florida

 

New England Investment and Retirement Group Inc.’s comprehensive financial planning process is centered around each client’s specific goals and objectives. One of life’s major milestones is retirement. Many of our clients have decided to retire to Florida to enjoy its warm temperatures and favorable tax climate. Although this stage of life is present in nearly every financial plan we build and implement, it often varies drastically from one person to the next.

Our experienced financial advisors proactively help our clients plan and prepare for the transition from employment to retirement, taking into account numerous variables and risks, such as health costs, portfolio returns, tax rates, interest rates, life changes, etc. We work closely with individuals and families in retirement to ensure they remain on track and proper financial strategy changes are made as life unfolds and things change.

Do you have a plan to disburse your wealth? We can help.