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Live a

Comfortable Confident

Retirement

Since 1992, Tax & Investment Advisors has been helping people like you do just that.

Get Started In

3 Easy Steps

discover

Discover

Schedule a visit to sit down with us and discover what your ideal retirement looks like.

Evaluate

Evaluate

Using the Retirement Freedom Solution Process, we’ll examine your current financial situation and determine your retirement needs.

plan

Plan

Receive a custom strategy to help you reach your unique retirement goals.

Need More Info?
Attend a Live Event

Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more.

April 8
Your Retirement & Taxes
6:30 pm | Merrimac Public Library 86 W. Main Street
Merrimac, MA 01860 United States
April 9
Your Retirement & Taxes
6:30 pm | Merrimac Public Library 86 W. Main Street
Merrimac, MA 01860 United States
April 21
Retirement Planning in Today’s Economy
6:30 pm | Endicott College 376 Hale St.
Beverly, MA 01915
process

The Retirement
Freedom Solution

The purpose of the Retirement Freedom Solution is to help you make smart decisions with your money. It was designed to provide you a simple yet comprehensive step-by-step solution to help optimize your retirement income, reduce taxes and manage the biggest risks to your retirement.

Ready to Take
The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a workshop.

Or give us a call at 978.255.1128

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