Retirement Planning Services

*Environmental Social Governance (ESG) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller

What are Retirement Planning Services?

Dr. Penelope Tzougros at Wealthy Choices® offers Retirement Planning Services tailored to your unique situation, focusing on creating a retirement plan that aligns with your values, interests, and lifestyle. This personalized approach goes beyond generic calculators, addressing your specific questions and concerns—ranging from when to retire and how to sustain your desired lifestyle, to strategic asset management and timing for Social Security distributions. With Wealthy Choices®, you’re not just planning for retirement; you’re preparing for a future that fits you perfectly, ensuring your golden years are as fulfilling and worry-free as possible. Discover how our bespoke retirement planning can transform your approach to the future.

How it Works: 5 Easy Steps

• Step 1: Contact Penelope Begin the journey to your ideal retirement by reaching out to Dr. Penelope Tzougros. Call her at 781 577 2311 or send an email to [email protected] to set the foundation for a retirement plan tailored to your unique aspirations and needs.
• Step 2: Initial Retirement Vision Meeting Meet with Dr. Tzougros for an in-depth discussion about your vision for retirement. This conversation will cover your goals, lifestyle aspirations, financial concerns, and any specific wishes you have for your retirement years. This step ensures that your retirement plan will be as personalized and meaningful as possible. There is no charge or obligation for this introductory consultation to assess whether we are the right partner for you.
• Step 3: Comprehensive Financial Review After establishing your retirement vision, a thorough review of your current financial status will be conducted. This includes examining your savings, investments, debt, insurance, and any other financial assets or liabilities. The aim is to understand your starting point and what steps are needed to achieve your retirement goals.
• Step 4: Retirement Strategy Development With a clear understanding of your financial situation and retirement dreams, Dr. Tzougros will craft a customized retirement strategy for you. This plan will address key aspects such as income planning, asset allocation, risk management, and healthcare considerations, all designed to secure a comfortable and fulfilling retirement.
• Step 5: Strategy Implementation and Continuous Adjustment Dr. Tzougros will guide you through the implementation of your retirement strategy, ensuring that every action taken aligns with your goals. As you move forward, she will provide ongoing support and adjustments to your plan as needed, adapting to life changes, financial shifts, and evolving retirement objectives. This step ensures that your retirement plan remains dynamic and responsive, helping you navigate towards a secure and joyous retirement.

Talk to Me about Retirement Planning Services

Envision a retirement plan that perfectly fits your lifestyle and aspirations with Wealthy Choices®. Dr. Penelope Tzougros is here to guide you every step of the way. Reach out by calling 781 577 2311 or by emailing [email protected] to begin planning for your dream retirement today.