Resources

Our goal is to help our clients create effective retirement strategies to suit their needs and objectives. We hope these materials may provide additional insight on various topics.


Read Robert Guy’s Book: RETIRE FREE

In RETIRE FREE, author, educator and advocate for his clients Robert A. Guy, RICP®, reveals his strategy for tax-efficient retirement and estate planning that he calls the Retirement Freedom Solution. This comprehensive, step-by-step plan was engineered to help families simplify their financial lives and get the most from what they’ve got. You can buy the book here.

Guides/Whitepapers

Will the Election Rattle Your Retirement?

Key trends to watch out for to help ensure your finances are ready for election day and beyond.

Are You Paying Too Much in Taxes in Retirement?

How a retirement income analysis can help you blunt the tax bite in retirement.

Will a Recession Rob Your Retirement?

Four things to check now.

Understanding Market Corrections

Learn the 5 things to do during a market decline.

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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