817 Washington Street
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
BRIAN GOTTA PLANS RETIREMENT VISIONS FOR CORPORATE LEADERS AND MANAGERS
Many South Shore executives and managers have turned to Brian Gotta to plan for their retirement transitions. Brian uses his insight and experience to help them make the most of deferred compensation, maximize their pensions, reinvest 401(k) distributions, examine stock options, and other executive benefits.
Brian has grown his business largely due to referrals from clients. His goal is to be recognized as a specialist in the field of executive retirement planning, and wants all of his clients to be able to trust him with their life savings, knowing he can help guide them to a comfortable retirement.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
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