Peter Young

President at SafelyRetire.com

Longmeadow, Massachusetts

Quick Answer

Peter Young, President, is a licensed independent financial professional at SafelyRetire.com in Longmeadow, Massachusetts. Specializing in Medicare Planning, Retirement Income Planning, Fixed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

Contact Peter Young in Longmeadow, Massachusetts

Phone: 413-214-5663

Email: [email protected]

Website: https://www.safelyretire.com/

Areas of Expertise in Longmeadow, Massachusetts

Medicare PlanningRetirement Income PlanningFixed AnnuitiesIndexed AnnuitiesLong Term CareTax Planning

About Peter Young — Longmeadow, Massachusetts

Licensed Independent Financial Professional

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...

Service Areas

Contact for service area information

Media

No media available

Upcoming Events

No upcoming events

Profile Updates

No recent updates

Frequently Asked Questions About Peter Young & Financial Advisors in Longmeadow, Massachusetts

What services does Peter Young offer?

Peter Young at SafelyRetire.com offers Medicare Planning, Retirement Income Planning, Fixed Annuities in Longmeadow, Massachusetts. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

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.

Is Peter Young SafeMoney Certified?

Peter Young is an independent licensed financial professional specializing in retirement planning and safe money strategies in Longmeadow, Massachusetts.

Is the initial consultation free?

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.