Retirement Planning Services Near You 

Is It Too Soon To Begin Planning For Retirement? 

Retirement planning can seem like an overwhelming task to take on. How do you figure out how much to save for retirement, or when to start saving? Should you invest your retirement savings, and if so how? How do you prepare to make sure you have a comfortable retirement? If you’re looking to answer these questions and more, seek retirement planning services near you. Seek retirement planning services in Boston with Wealthy Choices®. 

Financial Advising And Personalized Retirement Planning Near Boston 

Hi, my name is Dr. Penelope Tzougros. As a professional financial advisor and retirement planner, I seek to help Boston retirees or soon-to-be retirees find the answers they’re looking for about retirement. Through retirement planning with Wealthy Choices®, you can find personalized retirement planning services near you! Whether you’re looking to set retirement goals, assess your pension options, or plan for healthcare expenses, the help you need is available now. 

Seek Answers To Common Retirement Questions Near Boston 

One of the aspects of retirement planning that can seem intimidating is the fact that there are many details one can go into and thus many questions that need answering. For example, some of the common questions I get as a retirement planner are the following: 

  • How much should I save for retirement? 
  • What’s the best way to save for retirement? 
  • How do I decide how to take my pension? 
  • How should I plan for unexpected expenses during retirement? 
  • How can I minimize taxes during my retirement? 

The answers to these questions will be different depending on your unique situation. As your retirement planner, I answer these questions by considering your needs, desires, and values. Learn more about retirement planning services near Boston when you contact Wealthy Choices®. You can also seek other financial planning services through Wealthy Choices®, including estate planning services, investment management services, and more. 

Choose Dr. Penelope Tzougros For Financial Advising And Retirement Planning 

Looking for a financial advisor who understands the emotional side of retirement planning, as well as the financial side? Look no further than Penelope at Wealthy Choices®. With a background in research and personal experience of watching a loved one suffer from dementia, Penelope is uniquely equipped to provide strategies and perspective on money and health issues in retirement. Her commitment to you as a financial planner is to create customized strategies that help you maintain the lifestyle you want so that you can thrive in retirement. To learn more, send her an email to start the conversation or call (781) 893-0909 ext. 238 today.