Retirement Services


We are an independent financial services firm that helps soon-to-be retired and retired residents in New England effectively prepare for their retirement and long-term care needs. We take a holistic approach, analyzing your entire financial life, taking into accounts the most up-to-date trends, market volatility, health care and housing needs, legacy planning and more.

Our team will work with you to:

  • Optimize and preserve your retirement savings
  • Create an income plan for retirement
  • Solidify your legacy planning needs
  • Plan for the cost of long-term care
  • Develop and implement a legacy plan

In today’s new and challenging economic environment, you must not only save and invest strategically to retire, but you must also take distributions from your accounts during retirement in the most efficient manner. We personalize a strategy to ensure you are potentially maximizing assets, taking advantage of market changes, new rules and products, and tax laws. We do the heavy lifting so you can spend more time enjoying the rewards.

At Mass Wealth Management we help you Create Financial Freedom.

DISCLAIMER: Insurance products are offered through the insurance business Mass Wealth Management. Mass Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Mass Wealth Management are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Mass Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.