What are some popular services for retirement planning?

Retirement planning services offered by a retirement planner in Marshfield, MA are comprehensive and tailored to meet the specific needs of each individual. The planner can provide guidance on investment strategies, social security benefits, and estate planning. Marshfield, MA is known for its stunning beaches and rich history, which can impact retirement planning. For example, a retirement planner may advise clients to consider purchasing a beachfront property or to factor in the cost of preserving historic homes in their estate plans. Additionally, the planner may suggest exploring local volunteer opportunities or joining a community group to stay active and engaged during retirement. With the guidance of a retirement planner in Marshfield, MA, individuals can feel confident in their financial future and enjoy all that this beautiful coastal town has to offer.

What are people saying about retirement planning services in Marshfield, MA?

Marshfield, MA is the perfect place to get a retirement planner. With its serene coastal location and vibrant community, Marshfield offers a unique blend of tranquility and excitement for retirees. The town boasts a plethora of financial experts who specialize in retirement planning, offering a wealth of knowledge and experience to those seeking to secure their future. Marshfield's rich history and culture also provide retirees with ample opportunities to explore new hobbies and interests, from boating and fishing to art and music. Moreover, the town's close proximity to Boston and other major cities ensures that retirees can enjoy all the benefits of urban living while still enjoying the peace and quiet of a small town. Overall, Marshfield's combination of natural beauty, community spirit, and financial expertise make it the ideal location for retirees to plan their future.

What does a retirement planner do?

A retirement planner in Marshfield, MA is tasked with helping individuals prepare for their golden years. This includes analyzing their current financial situation, identifying potential risks, and developing a comprehensive retirement plan. Marshfield, MA is a coastal town located in Plymouth County, known for its picturesque beaches and stunning natural beauty. As such, a retirement planner in Marshfield must take into account the unique challenges and opportunities that come with living in a coastal community. They must consider the potential impact of rising sea levels on property values and insurance rates, as well as the potential for seasonal fluctuations in income for those who rely on tourism. Additionally, a retirement planner in Marshfield must have a deep understanding of the local real estate market and be able to help clients navigate the process of downsizing or relocating to a retirement community. Overall, the role of a retirement planner in Marshfield, MA is complex and multifaceted, requiring a deep knowledge of both financial planning and the unique challenges and opportunities of living in a coastal community.

When should you get a retirement planner?

Marshfield, MA residents should consider reaching out to a retirement planner when they are nearing retirement age or have already retired. With its picturesque beaches and quaint New England charm, Marshfield is a desirable location for retirees. However, the cost of living can be high, and it's important for residents to have a solid retirement plan in place. A retirement planner can help navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as offer advice on investment strategies and estate planning. With their expertise and experience, a retirement planner can help ensure that Marshfield residents can enjoy their retirement years without financial worry.

How do I choose the right retirement planner?

A competent retirement planner in Marshfield, MA must possess a plethora of essential qualities to help clients achieve their financial goals. Firstly, they must have a deep understanding of the financial landscape in Marshfield, MA, which is known for its thriving tourism industry. This requires a keen knowledge of the local economy, tax laws, and investment opportunities. Secondly, they must possess excellent communication skills to effectively communicate complex financial concepts to clients. Additionally, they must be able to listen attentively to their clients' needs and goals to develop a personalized retirement plan. A retirement planner in Marshfield, MA must also be highly analytical and possess strong problem-solving skills to navigate the ever-changing financial landscape. Lastly, they must be trustworthy and ethical, as clients entrust them with their financial future. Overall, a retirement planner in Marshfield, MA must possess a unique blend of skills and qualities to help clients achieve financial security in their golden years.

What are the best retirement plan providers in Marshfield, MA?

Marshfield, MA is a coastal town that is known for its rich history and scenic beauty. When it comes to retirement plan providers, there are several top-notch options available in the area. One of the most popular providers in Marshfield is Fidelity Investments, which offers a wide range of retirement plans to suit the needs of different investors. Another well-known provider in the area is Vanguard, which is known for its low-cost index funds and personalized investment advice. Additionally, TIAA-CREF is a popular choice for those looking for retirement plans that are specifically tailored to the needs of educators and other non-profit professionals. Overall, Marshfield residents have access to a variety of high-quality retirement plan providers that can help them achieve their financial goals in retirement.

How do retirement planners get paid?

Retirement planners in Marshfield, MA typically receive compensation through a variety of methods. One common way is through commissions earned from the sale of financial products, such as annuities or mutual funds. Additionally, some planners may charge a fee for their services, either as a flat rate or as a percentage of the client's assets under management. Another method of compensation is through referral fees, where the planner receives a commission for referring clients to other professionals, such as attorneys or accountants. It's worth noting that Marshfield, MA is a coastal town known for its picturesque beaches and historic landmarks, which can make retirement planning a unique experience for both the planner and client. The town's proximity to Boston also means that planners may have access to a wider range of resources and networking opportunities.

Find the Best Retirement Planning Services in Marshfield, MA

Get Help with Planning for Retirement

List of Firms

Top Retirement Planners in Marshfield, MA

Ameriprise Financial

SEC File# 801-28543

CRD# 6363

1248 Forest St, Marshfield, MA 02050, USA

(781) 837-2522

https://www.ameriprise.com/

Directions

The Women's Advisory Group

20 Congress St, Marshfield, MA 02050, USA

(781) 319-1436

https://www.thewomensadvisorygroup.com/contact

Directions

CAPE RETIREMENT WEALTH ADVISORS

1020 Plain St # 380, Marshfield, MA 02050, USA

(508) 659-5849

http://www.caperwa.com/

Directions

Mc Namara Financial Services

5 out of 5

1020 Plain St, Marshfield, MA 02050, USA

(781) 834-2010

http://www.mcnamarafinancial.com/

Directions

Revzon Consulting Group

465 Furnace St #6, Marshfield, MA 02050, USA

(781) 740-1004

http://www.revzonconsulting.com/

Directions

About Marshfield, MA for Those Planning to Retire

Marshfield, MA is a picturesque coastal town located in Plymouth County. The town is home to several landmarks, including the Winslow House Museum, a historic 17th-century home, and the Daniel Webster Wildlife Sanctuary, a sprawling nature reserve. Marshfield is also known for its beautiful beaches, including Brant Rock Beach and Rexhame Beach, which attract tourists and locals alike. Top employers in Marshfield include the town government, South Shore Hospital, and several local schools and universities. Major highways that run through the town include Route 3 and Route 139, which provide easy access to Boston and other nearby cities. Some of the town's most well-known streets include Ocean Street, which runs along the coast, and Main Street, which is lined with charming shops and restaurants. Marshfield is divided into several distinct neighborhoods, each with its own unique character.

Nearby Locations

Andover, MA Barnstable County, MA Berkshire County, MA Beverly, MA Boston, MA Bristol County, MA Burlington, MA Cambridge, MA

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Marshfield, MA can benefit from a bank in numerous ways. One of the most common ways is through mortgage loans. Marshfield is a coastal town with a high demand for waterfront properties. A bank can offer residents the opportunity to purchase their dream home by providing them with a mortgage loan. In addition to this, banks can help residents with their daily banking needs such as checking and savings accounts, credit cards, and online banking services. With the rise of online shopping, banks can also offer residents protection against fraudulent transactions and provide them with the necessary tools to manage their finances securely. Furthermore, banks can assist local businesses in Marshfield by offering them business loans, lines of credit, and merchant services. Overall, a bank can play a vital role in the financial well-being of Marshfield's residents and businesses.

Insurance Broker

Residents of Marshfield, MA can benefit greatly from the services of an insurance broker. With the town's proximity to the coast, it is essential for homeowners to have adequate coverage for potential flood damage. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have the proper coverage in place. Additionally, with Marshfield's growing population, there is an increasing need for health insurance options. An insurance broker can assist residents in finding the right health insurance plan to fit their needs and budget. Furthermore, as the town continues to attract new businesses, an insurance broker can also provide guidance on commercial insurance options to protect business owners and their assets. With so many insurance options available, an insurance broker can help residents of Marshfield make informed decisions and find the best coverage for their unique situations.

Wealth Management

Residents of Marshfield, MA can greatly benefit from the expertise of a wealth manager in various ways. One of the most common ways is by helping individuals and families create a comprehensive financial plan that will help them achieve their long-term goals. This includes analyzing their current financial situation, identifying areas of improvement, and creating a roadmap for success. Additionally, a wealth manager can provide guidance on investment strategies, retirement planning, tax planning, and estate planning. With its picturesque beaches and proximity to Boston, Marshfield, MA is a desirable location for many families. However, the high cost of living in the area can make it challenging to save for the future. A wealth manager can help residents of Marshfield navigate these challenges and create a financial plan that will allow them to enjoy all that the town has to offer while also securing their financial future.

Financial Advisor

Residents of Marshfield, MA can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help them create a comprehensive financial plan that takes into account their income, expenses, and long-term financial goals. This is particularly important in Marshfield, where the cost of living is relatively high, and many residents are looking to build wealth and secure their financial future. Secondly, a financial advisor can provide guidance on investment strategies that align with their risk tolerance and financial objectives. This can be especially helpful for residents who are looking to invest in the local real estate market, which is known for its high property values and potential for long-term growth. Lastly, a financial advisor can help residents navigate the complex tax laws and regulations in Massachusetts, ensuring that they are taking advantage of all available tax breaks and deductions. Overall, a financial advisor can be a valuable resource for residents of Marshfield, helping them to achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Marshfield, MA can greatly benefit from the services of a mortgage loan officer. These professionals can assist in securing a mortgage loan for a new home purchase or refinancing an existing mortgage. With Marshfield's prime location on the coast, a mortgage loan officer can help residents take advantage of the area's real estate market. Additionally, with the town's rich history, a mortgage loan officer can guide residents through the process of obtaining a historic home loan. Furthermore, given the town's proximity to Boston, a mortgage loan officer can help residents navigate the unique lending requirements of the city. Overall, a mortgage loan officer can provide invaluable assistance to residents of Marshfield, MA looking to achieve their homeownership goals.

Tax Services

Residents of Marshfield, MA can greatly benefit from the expertise of a tax advisor in a number of ways. With the town's thriving tourism industry, many residents may have rental properties or operate their own businesses, which can result in complex tax situations. A tax advisor can help these individuals navigate the intricacies of tax laws and regulations, ensuring that they are in compliance and maximizing their deductions. Additionally, with the recent changes to the federal tax code, many residents may be unsure of how these changes will impact their tax liability. A tax advisor can provide guidance on these changes and help residents adjust their financial strategies accordingly. Overall, a tax advisor can be an invaluable resource for residents of Marshfield, MA, helping them to navigate the complex world of taxes and achieve financial success.

Estate Planning Lawyer

Marshfield, MA is a beautiful coastal town that boasts a population of over 26,000 residents. As with any community, the need for estate planning is crucial. An estate planning lawyer can assist residents of Marshfield, MA in a multitude of ways. For example, they can help individuals create a will or trust to ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents plan for long-term care and make arrangements for their healthcare needs. With Marshfield, MA being a popular tourist destination, an estate planning lawyer can also assist business owners in creating succession plans to ensure their business can continue to thrive in the event of their passing. Overall, an estate planning lawyer can provide invaluable assistance to residents of Marshfield, MA in ensuring their assets and loved ones are protected.

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