We help people across the country with their life and retirement. Through the wonders of technology and the Internet, we can meet with you over a coffee and a laptop from the convenience of your home or office. We can also meet the old fashioned way, over the phone or if you’re local to one of our offices, we can meet face to face. And certainly if you live somewhere warm, we’ll come visit anytime during the winter in Massachusetts!
How Getting Help From a Remote Retirement Professional Benefits You?
- Save time traveling to travel to our office
- Converse from the comfort of your couch or kitchen (or office)
- Meet with us in your jammies
- Your spouse or family member can join the meeting too, from any location
- More meeting times (weekends too)!
We love to meet clients and students face to face, but our local offices are limited to Massachusetts, currently.
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Live an EPIC Retirement…We Can Help.
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Retirement Readiness Kit
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