How To Plan For Your Retirement In Waltham, MA
Are you planning for your upcoming retirement in Waltham, MA? Would you like professional insight into retirement planning? Would you like help seeking answers to your retirement planning questions? If so, you’ve come to the right place. You can seek the answers you need through retirement planning services in Waltham, MA.
Choose Retirement Planning Services Near You Through Wealthy Choices®
Hello, I’m Dr. Penelope Tzougros – a financial advisor and retirement planner who offers services through Wealthy Choices®. Your retirement plan should put you at the center of the plan. As your retirement planner, I seek to familiarize myself with your values, your interests, your family needs, your lifestyle, and more. Through understanding my clients I am able to offer personalized retirement planning services that account for your needs and desires.
Where Will You Live After Retiring In Waltham, MA?
If you’ve begun planning for retirement, you likely have questions – the least of which is not the question of where you live after you retire in Waltham, MA. Should you age in place? Should you move elsewhere? How can you make such a decision?
Aging In Place VS Moving For Retirement
As your retirement planner, I seek to help you understand the pros and cons of each side of this decision. Although you may feel you know the best answer already, I aim to help you make an informed decision based on facts. I am familiar not only with the nuances of retirement planning but also with real estate and home equity. I use my experience and knowledge to your benefit while discussing retirement options.
Learn more about retirement planning services in Waltham, MA when you call Wealthy Choices®. Interested in other wealth management services, such as estate planning services, investment management services, etc.? You can also seek these services through Wealthy Choices® today.
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.
