Planning for retirement is all about securing your future, and Richard P. Bertolino Jr. Insurance Agency is here to make that process as smooth and stress-free as possible. They’re perfect at helping you create a strong financial foundation, so you can enjoy your retirement with confidence and peace of mind.
The team takes the time to get to know you and your goals, offering personalized advice and solutions tailored to your needs. With their support, you can rest easy knowing you have the right coverage in place to help you enjoy the retirement you deserve.
Contact us now at 978.423.8995 to get started. We can always help you over the phone, but we encourage you to set up a personal consultation with us. This way, we can answer any questions you have, and no details will go overlooked.
Financial plans can be challenging; we simplify things. Our first priority is always acting in our client’s best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. With over a decade of industry experience, we are committed to helping clients pursue their financial goals.
GETTING STARTED
The Hardest Part
Many individuals struggle with the same question when approaching a financial plan, “How do I get started?” If you are wondering where to start, or haven’t worked with an advisor in the past, we make the process simple. We will review your current situation together, and provide you with a roadmap to pursue your financial goals. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, we can help.
PORTFOLIO REVIEW
A Comprehensive Approach
Is your portfolio aligned with your objectives? We offer a complimentary risk assessment and portfolio review to ensure your portfolio reflects your current needs.
RETIREMENT READINESS
The Path to Success
Deciding when to retire is one of the most challenging financial decisions you’ll have to make. Will you have enough money? How much can you expect to withdraw each month, and how long will the money last? These are just some of the challenging questions we help clients answer as they prepare for the next stage of their life.
