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Curious about our Retirement Blueprint Financial Review? After our first conversation together, you'll learn:

Exactly where you stand

We'll examine your current strategy, looking at your portfolio, savings and goals.

How well you're protected

Using our Retirement Blueprint process as a model, we'll see how well you're equipped to address 5 important areas of retirement.

Where to go next

Together, we’ll decide how to move forward.

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INSTANT DOWNLOAD

Will The Presidential Election Impact Your Retirement?

You’ve worked hard for your nest egg. Find out how you can help preserve your savings from election turbulence.

  • How presidential elections have impacted the stock market in the past
  • The toll expensive campaign promises could have on your finances
  • Ways to address the fear of the unknown

Will The Presidential Election Impact Your Retirement?

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Attend a Live Event

Attend one of our informational events to learn more about retirement income strategies, wealth management and more.

UPCOMING EVENTS:

No events are scheduled at this time. Please check again soon!

Retirement Solutions with Phil Cooper & Robin Swoboda

Sundays @ 10:30 a.m. on 25 News-WEEK!

Sundays @ 10:30 a.m. & 12:00 p.m. on Channel 19 WHOI

Click here to watch the segments.


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Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.

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