List of Firms
Top Retirement Planners in Burlington, MA
Merrill Lynch Wealth Management
Jon T. Bicknell, CRPC, CFP ®
Lance Financial Associates, Inc.
Evergreen Financial Partners of Raymond James
Summit Financial Corporation
Richard Wojcik - Raymond James
GABRIEL M AUFIERO
DeCilio Financial Advisors, Inc.
Lakeside Financial Planning
Crown Financial Services
About Burlington, MA for Those Planning to Retire
Burlington, MA is a bustling town located just 15 miles northwest of Boston. Its prime location along major highways, including I-95 and Route 3, make it easily accessible from all directions. The town is home to several well-known landmarks, including the Burlington Mall, a popular shopping destination, and the Lahey Hospital and Medical Center, a leading healthcare provider in the region. Burlington is also home to top employers such as Oracle, Raytheon, and Nuance Communications, making it a hub for technology and innovation. The town is divided into several neighborhoods, each with its own unique charm and character. From the quaint and historic center of town to the newer developments along Middlesex Turnpike, there is something for everyone in Burlington. Major streets like Cambridge Street and Bedford Street are lined with shops, restaurants, and businesses, making it a vibrant and bustling community. Overall, Burlington is a dynamic and thriving town that offers a high quality of life and endless opportunities for growth and development.
Other Financial Planning Services for Retirement
FREQUENTLY ASKED QUESTIONS
Retirement Income Planning FAQs
Retirement planning services offered by a retirement planner in Burlington, MA can encompass a wide range of financial and lifestyle considerations. From analyzing retirement income sources to developing an investment strategy that aligns with specific goals and risk tolerance, a retirement planner can offer clients a comprehensive approach to preparing for their golden years. Furthermore, given Burlington's proximity to Boston, a retirement planner in this area may also be well-versed in navigating the unique challenges and opportunities presented by the local economy and housing market. Whether it's developing a long-term care plan or maximizing Social Security benefits, a retirement planner in Burlington, MA can provide the expertise and guidance needed to help clients achieve their retirement dreams.
Burlington, MA is the ideal location to find a retirement planner due to its thriving financial industry and highly educated population. With a plethora of financial institutions and investment firms located in the area, residents have access to a wide range of financial expertise and resources. Additionally, Burlington boasts a highly educated population, with over 60% of residents holding a bachelor's degree or higher. This means that retirement planners in Burlington are not only knowledgeable in their field, but also have a deep understanding of the unique needs and concerns of their clients. Whether you are looking for assistance with retirement savings, estate planning, or investment management, Burlington has the expertise and resources to help you achieve your financial goals. So if you are looking for a retirement planner that is both knowledgeable and experienced, look no further than Burlington, MA.
A retirement planner in Burlington, MA is a financial professional who helps individuals plan for their retirement years. They work with clients to identify their financial goals and create a personalized retirement plan that takes into account their current financial situation, anticipated expenses, and expected income sources. One specific aspect of Burlington, MA that a retirement planner must consider is the cost of living. Burlington is a bustling town with a thriving economy, but it also has a relatively high cost of living compared to other areas in Massachusetts. As such, a retirement planner must carefully analyze a client's retirement income and expenses to ensure that they are adequately prepared to maintain their standard of living in Burlington during their retirement years. This may involve developing a comprehensive investment strategy that takes into account the town's unique economic landscape, as well as identifying potential sources of income that may be available to retirees in Burlington.
Residents of Burlington, MA should consider reaching out to a retirement planner when they begin to approach the age of retirement. With its close proximity to Boston and its bustling economy, Burlington is a city with a high cost of living. As such, it is imperative for residents to have a well-planned retirement strategy in place to ensure they can maintain their standard of living. A retirement planner can help individuals navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. With the help of a retirement planner, Burlington residents can feel confident in their financial future and enjoy the fruits of their labor.
A retirement planner in Burlington, MA should possess a range of important qualities to ensure the best possible outcome for their clients. First and foremost, they should have a deep understanding of the local financial landscape, including the unique economic factors that impact residents of Burlington. This includes knowledge of the area's top employers, housing market trends, and tax laws. Additionally, a successful retirement planner in Burlington should be an excellent communicator, able to explain complex financial concepts in a way that is easy for their clients to understand. They should also be adept at creating personalized retirement plans that take into account each client's unique financial goals and circumstances. Finally, a top-notch retirement planner in Burlington should be committed to ongoing education and professional development, staying up-to-date on the latest industry trends and best practices to ensure their clients receive the highest level of service.
Burlington, MA is home to several top retirement plan providers, each offering unique services to their clients. One such provider is Fidelity Investments, which has its headquarters in the town. Fidelity offers a wide range of retirement planning options, including 401(k) plans, individual retirement accounts (IRAs), and annuities. Another provider in the area is Vanguard, which specializes in low-cost index funds and ETFs. Vanguard's innovative approach to retirement planning has made it a popular choice among investors. Additionally, TIAA, a non-profit financial services organization, has a presence in Burlington and offers retirement planning services to those in the education and non-profit sectors. With its mix of traditional and innovative retirement plan providers, Burlington, MA is a hub for those looking to secure their financial future.
Retirement planners in Burlington, MA are compensated in a variety of ways. Some may charge a flat fee for their services, while others may earn a commission on the financial products they sell. Additionally, some planners may receive a percentage of the assets they manage for their clients. In Burlington, MA, retirement planners often focus on creating customized plans that take into account the unique needs and goals of each individual client. With a diverse population that includes both young professionals and retirees, retirement planners in Burlington must be adept at crafting plans that are tailored to each client's specific circumstances. From selecting the right investment vehicles to developing a comprehensive savings strategy, retirement planners in Burlington, MA play a crucial role in helping individuals achieve their long-term financial goals.