Looking for retirement planning Lynnfield MA?
Peace of mind for your financial future can help make the road to retirement a lot smoother with retirement planning services from the experts at Sachetta & Callahan. For a full suite of services and strategic advice with your long-term financial goals at the very core of what we do, individuals in Lynnfield, MA, have repeatedly put their trust in our hands.
Our advisors offer our clients years of experience, a wide range of specialized knowledge, and the highest proficiency in taxation. Many of our advisors at Sachetta & Callahan are Certified Public Accountants (CPA) as well as a Certified Financial Planner™ practitioners to give our clients a truly top-notch and professional experience from the planning stages to implementation, management and beyond.
Every good financial plan starts by identifying concrete and realistic goals for the future. Our advisors can help you set and maintain those goals for a desired outcome of financial stability and a retirement you’ve been working so hard to achieve.
Your financial situation is bound to change as you move into different phases of your life, which is why clients are free to change and update their plans and goals as often as they see fit—without being charged additional fees. We think having a client’s peace of mind at knowing they’ll continue on a clear path to financial independence despite any changes in their personal or professional life is far more important than putting extra money in our own pockets.
In addition to offering solid financial planning for clients, we also offer portfolio management for retirement-minded individuals looking to maintain a diversified portfolio over time. Our advisors offer all clients quarterly performance reports as a means to keep the client on top of trends and performance.
When you willingly hand over your financial trust to a company, you should have access to your advisor at any point throughout your relationship. We offer each and every client unlimited consultations—at no extra cost. Our advisors are conveniently available for questions over the phone, through email and in person to discuss and to revisit your plans.
For more information about our retirement planning services in Lynnfield, MA, or to speak to an advisor, please contact us today.