Medicare PlanningRetirement Income PlanningFixed AnnuitiesIndexed AnnuitiesLong Term CareTax Planning
About Peter Young — Longmeadow, Massachusetts
SafelyRetire.com was founded by Peter with the mission of inspiring individuals, families, and business owners to take control of their financial future serving clients in Longmeadow, Massachusetts. Planning for your retirement is a complex journey as your goals and needs are unique. Market risk, tax rate risk, inflation risk, increasing health care costs, and the need for long term care can all have a major impact on the funds you have saved and planned to live on for retirement. Uncovering which assets make the most sense is crucial to ensure you will not outlive your money whatever life may bring your way.
Peter feels it is important that you are comfortable and confident that you have found the right person to help you finally eliminate these concerns prior to solving for them. He and his team work with you to understand what are your major concerns and what would bring you the most peace of mind in retirement.
With our experience and knowledge from 30+ years in finance, we offer...
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Frequently Asked Questions About Financial Advisors in Longmeadow, Massachusetts
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.