Create Your Plan and Invest In Yourself

 

While many families successfully save money and set goals, we've found it's simply not enough to establish your long-term goals. You'll also need a lifestyle plan, a legacy plan, and an income plan that matches those goals—and then someone to help you keep it all together.

At Emerald Retirement Planning, that's what we do and what we offer—systematic yet customized planning along with empathetic and objective counsel.

We start with the end in mind. Our process is fundamentals-based and goals-driven and results in your specific written plan.

Regardless of what stage of life you are in, we'll determine your desired lifestyle, starting right now and looking forward. This will be the foundation for your plan. We'll review and discuss the nature of transitioning through each stage of life. Finally, we'll determine the type of income, assets, and insurance you will require to accomplish it all, and what steps are needed both now and over time in order to work toward that result.

Taken all together, we “bridge the gaps,” coordinate all aspects of your financial life, and provide you a clear and purposeful path to follow.

Call us to schedule some time to review our process. Our initial review is complimentary and with no obligation thereafter.

 


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Emerald Retirement Planning and its Investment Advisor Representatives are partnered with Cantella & Co., Inc., an independent broker/dealer and RIA firm in Malden, MA, just north of Boston.  More Information about Cantella can be found HERE.  

Who should you call if you have a question?

The advisors and staff at Emerald will work with you to handle all aspects of your account, including depositing or withdrawing money, making trades, discussing investment decisions, and keeping information current about your name, address, and financial situation.  However, if at any time you have questions about your account, you may also contact Cantella's home office at 800-652-8358.