Fenway Financial Advisors

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:30 am - 5:00 pm

13 Years

in Business

Accredited

Business

(617) 948-2102Call Visit WebsiteVisit Website Map & DirectionsDirections20 Park Plz Lbby 4Boston, MA 02116 Write a ReviewWrite Review

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Mon - Fri:	8:30 am - 5:00 pm

Fenway Financial Advisors

Roth IRA
It takes a tremendous adjustment of attitude and investing strategy after your career changes gears and you dial back your income or fully retire. Instead of saving money, retirees need to become comfortable with spending their savings. Today’s longer life expectancies require complex strategies. Which accounts should you tap first - your IRA, Roth IRA or your taxable accounts? What is required to be withdrawn each year? When should you claim Social Security? Do you own an annuity, and should you annuitize it? What strategies exist to tap home equity without selling your home?

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More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Location: Park Plaza Building
Neighborhood: Back Bay
AKA: Fenway Financial Advisors LLC
Other Link: http://www.fenway-financial.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Retirement Planning Services

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Details

Phone: (617) 948-2102

Address: 20 Park Plz Lbby 4, Boston, MA 02116

Website: http://www.fenway-financial.com

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Fenway Financial Advisors

Roth IRA
It takes a tremendous adjustment of attitude and investing strategy after your career changes gears and you dial back your income or fully retire. Instead of saving money, retirees need to become comfortable with spending their savings. Today’s longer life expectancies require complex strategies. Which accounts should you tap first - your IRA, Roth IRA or your taxable accounts? What is required to be withdrawn each year? When should you claim Social Security? Do you own an annuity, and should you annuitize it? What strategies exist to tap home equity without selling your home?

Financial Planning
Efficient advice is personalized financial planning based on clearly defined assumptions and goals, combined with investment strategies designed to achieve our clients’ objectives. All services are provided with a relentless focus on leveraging the inherent advantages of low costs and fees combined with appropriate risk management.
Annuities
Once you’ve built a strong financial foundation, it’s imperative to protect it with appropriate insurance. Many financial advisors have incentives to sell high-commission policies. Fenway Financial Advisors directs our clients on the correct types and amounts of insurance that they should hold, independent of financial incentives. An insurance and annuity review can be conducted as part of an overall financial plan or as an independent offering. We will evaluate your policies, coverage and options for property, disability, long-term care and life insurance as well as annuities. We are compensated strictly for the services we provide, not products we sell. We are solely independent consultants with a fiduciary obligation to provide objective advice with your best interests first. Always.
Long Term Care
We counsel our clients to make sure that they have appropriate property, disability, long-term care and life insurance. We do not sell insurance. We only advise you on the insurance you need, free from conflicts of interest.

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