You worked for it. We’ll help you enjoy it.
Enjoying a long and fulfilling retirement doesn't just happen - it requires a plan.
Safe Harbor Retirement Planning is happy to announce it has
merged with Nvest Financial, part of The Nvest Group of companies.
For more on The Nvest Group
click here!
Which stage of retirement planning are you in?
Pre Retirement Gearing Up
- When will I be ready?
- Can I retire early?
- How should I invest my money?
- What’s my number - how much is “enough” to save?
- How do I know I won’t outlive what I’ve saved?
- What about market fluctuations?
- How will I fill my days?
Transitioning
Into Retirement Almost There
- How do I get my monthly income?
- How should I invest my money?
- How much social security can I get and when should I apply?
- How do I know I won’t outlive what I’ve saved?
- If I spend today, will I be okay long-term?
- What about market fluctuations?
- How do I take care of my surviving spouse?
Retired Starting the Journey
- Will my monthly income last?
- Are my retirement savings at risk?
- When is the best time to start drawing social security?
- How do I know I won’t outlive what I’ve saved?
- If I spend today, will I be okay long-term?
- How do I take care of my surviving spouse?
- How should I set up my estate for my beneficiaries to reduce taxes?
Studies show that the #1 fear for retirees is outliving their money.
But there are plenty of other important issues to address. Do you even know the issues that need to be discussed with your advisor?
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Will I outlive my income?
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How do I get my monthly income?
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What do I do with the rest of my life?
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How do I know I’m ready?
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If I spend money today, will it
be there for me tomorrow? -
How do I protect myself
from financial ruin? -
How do I make sure I’m not
a burden to my children? -
What questions
should I be asking? -
How should I invest?
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Am I still on track?
New questions will keep coming up and time won’t wait until you’re ready. Let’s get started today.
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Our Location
Two International Dr, Suite 110
Portsmouth, NH 03801
69 York Street, Suite 1
Kennebunk, ME 04043
152 The Lynnway, Suite 1A
Lynn, MA 01902
This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, NH, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC, Advisory services offered through Nvest Financial, LLC, a Registered Investment Advisor, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Financial Planning services offered through Nvest Financial are separate and unrelated to Commonwealth.