List of Firms
Top Retirement Planners in Duxbury, MA
Investment Money Management
Peter Birnie - Private Wealth Advisor, Ameriprise Financial Services, LLC
Hulien & Company, LLC, CPA's
The Gilmore Financial Group Retirement Planning Specialists / Charlie Gilmore and Kerry Stratford
Mc Namara Financial Services
PDS Wealth Management
The Women's Advisory Group
Lighthouse Investment Group Inc
About Duxbury, MA for Those Planning to Retire
Duxbury, located in Plymouth County, Massachusetts, boasts a rich history and is home to several noteworthy landmarks. The town's coastline is dotted with picturesque beaches, including Duxbury Beach and Powder Point Bridge, which offer stunning views of the Atlantic Ocean. Inland, the town is home to the Myles Standish Monument, a towering tribute to the Pilgrim leader, and the Alden House Historic Site, which showcases life in the 17th century. Duxbury is also a hub for several major employers, including The Pinehills, a large residential and commercial development, and the Duxbury Public Schools, which employ a significant portion of the town's population. The town is also home to several locally-owned businesses, such as the French Memories Bakery and the Duxbury Art Association. The town is easily accessible via several major highways, including Route 3 and Route 53, and is home to several notable streets, including Washington Street and Tremont Street.
Other Financial Planning Services for Retirement
Banks and Credit Unions
Insurance Broker
Wealth Management
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
Retirement Income Planning FAQs
Retirement planning services offered by a retirement planner in Duxbury, MA can be comprehensive and tailored to meet the unique needs and goals of each individual. The planner can provide guidance on investment strategies, tax planning, and social security benefits. In addition, they can help clients navigate the complex healthcare system and plan for long-term care. Duxbury, MA is a coastal town with a rich history and a strong sense of community. Its proximity to Boston and Cape Cod makes it an ideal location for retirees who want to enjoy the benefits of both urban and rural living. The retirement planner can help clients take advantage of local resources such as the Duxbury Senior Center, which offers a variety of programs and services for older adults. Overall, the retirement planner in Duxbury, MA can provide invaluable support and guidance to help clients achieve a secure and fulfilling retirement.
Duxbury, MA is the perfect place to get a retirement planner due to its abundance of experienced financial professionals. With its picturesque coastal location and strong sense of community, Duxbury has attracted a plethora of skilled financial planners who are well-versed in the intricacies of retirement planning. These professionals are able to offer a diverse range of retirement planning services, from investment management to estate planning, all tailored to meet the unique needs of each client. Additionally, Duxbury's proximity to Boston ensures that residents have access to the latest financial trends and strategies, allowing them to stay ahead of the curve when it comes to planning for their golden years. Whether you're just starting to plan for retirement or are looking to refine your existing strategy, Duxbury's financial professionals have the expertise and knowledge to help you achieve your goals.
A retirement planner in Duxbury, MA is a financial professional who specializes in helping individuals plan for their golden years. This involves assessing their current financial situation, analyzing their retirement goals and creating a customized plan to help them achieve those goals. The planner will take into account various factors such as expected retirement age, lifestyle expectations, and medical expenses. Duxbury, MA is a picturesque coastal town located south of Boston. The town is known for its historic homes, beautiful beaches, and cranberry bogs. Retirement planners in Duxbury, MA are familiar with the area and can help clients navigate the unique challenges and opportunities that come with retiring in this part of the country. With the high cost of living in the Boston area, retirement planning is particularly important for Duxbury residents who want to maintain their standard of living during their retirement years.
Residents of Duxbury, MA should consider reaching out to a retirement planner when they are in their mid-50s or early 60s and are starting to think about their retirement plans. With its picturesque location on the coast of Massachusetts, Duxbury is a popular destination for retirees who are looking for a peaceful and serene place to spend their golden years. However, the town's high cost of living and the complexity of the retirement planning process can be overwhelming for many residents. A retirement planner can help residents navigate the complexities of retirement planning, including tax planning, investment management, and estate planning. By working with a retirement planner, residents of Duxbury can ensure that they are making the most of their retirement savings and are prepared for any unexpected expenses that may arise.
A retirement planner in Duxbury, MA must possess a unique set of qualities to cater to the specific needs of the town's residents. Firstly, they should have an in-depth knowledge of the local economy, as Duxbury is a wealthy community with a high cost of living. The planner should be able to create a retirement plan that takes into account the unique financial circumstances of Duxbury residents, such as high property taxes and expensive healthcare. Additionally, the planner must be empathetic and understanding of the town's culture and values, as Duxbury is known for its strong sense of community and tradition. They should be able to create retirement plans that align with the town's values and help residents maintain their lifestyle in retirement. Finally, the planner must be able to communicate complex financial concepts in a clear and concise manner, as many Duxbury residents may not have a background in finance.
Duxbury, MA is a town that boasts a range of retirement plan providers. Among the top providers are Fidelity Investments, Vanguard, and Charles Schwab. These companies offer a variety of retirement options, including 401(k) plans, IRAs, and annuities. What sets Duxbury apart from other towns is its rich history and scenic beauty. With its charming colonial architecture and picturesque beaches, Duxbury is a popular destination for retirees looking to enjoy their golden years in a peaceful and idyllic setting. Whether you're looking for a traditional pension plan or a more modern investment strategy, Duxbury's retirement plan providers have you covered. From tax-efficient investments to low-cost index funds, these companies offer a range of options to help you achieve your retirement goals. So if you're looking to retire in style, Duxbury is the place to be.
Retirement planners in Duxbury, MA are compensated in various ways, including fees for service, commissions, and a combination of both. These planners specialize in helping clients navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. Duxbury, MA is a coastal town known for its historic architecture and picturesque harbor. Despite its small size, Duxbury is home to a thriving retirement planning industry, with a diverse range of professionals offering their services to clients. These planners work closely with their clients to create customized retirement plans that take into account their unique financial situations and goals. Whether a client is looking to retire in Duxbury or elsewhere, retirement planners in this town are equipped to help them achieve their retirement dreams.