We work with individuals and couples who need help with their investments and who may also be interested in retirement-related assistance with planning, getting ready, making the transition, or addressing in-retirement needs and concerns. Our clients come to us for a variety of reasons and many of them have one or more of the following concerns:
Are not getting the results they want from their investments, are uncomfortable making investment decisions or do not enjoy spending their time managing their investment portfolio.
Are participating in an employer retirement plan and are not comfortable selecting investments or do not really understand the plan.
Have no "game plan" for retirement.
Don’t know how much they may need to retire and whether they are on the right track.
Are close to retirement and are unclear about:
retirement income options and strategies;
Social Security benefits, timing and maximization strategies;
Medicare benefits, administrative procedures and critical action dates; and/or
long-term care needs and costs.
Are retired and don't know how to make the best use of their retirement savings.
Whether it’s a specific investment or retirement-related issue, in-depth analysis, financial projections, long-term planning or ongoing assistance, we provide our clients with the personal and objective advice and services that they need.Our goal is to develop a long-term relationship with each of our clients - to help them with their needs today and in the future.
O’Brien Associates, 47 Shore Road, North Brookfield, MA01535 508-867-8123