The Retirement Financial Center has been providing Financial Advice and Retirement planning in Danvers, MA and the North Shore for over 35 years. We are proud to have been able to help hundreds of families in our community navigate through the golden years of retirement and leave a legacy.
As Registered Representatives of United Planners, Philippe Berthoud and William Riquier practice the “comprehensive financial planning method.” We evaluate and review all areas having to do with retirement planning and retirement. We establish strategies for a secure future. We continually evaluate economic trends and recommend appropriate portfolio changes. Our money management philosophy follows data-driven stock market trends and economic analysis in order to meet our client’s objectives.
As experienced professionals we take a hands-on approach to working with our clients. We accompany you through all phases of retirement. We diligently watch over our clients’ accounts and care about their success. Our objectives for clients include:
- helping clients reach their financial goals
- protecting principal and creating income
- assisting in life’s transitions
- legacy planning
Call us at 978-777-5000. We want to help you maximize the growth of your money and retire or stay retired with confidence.
* Securities and Advisory Services Offered through United Planners Financial Services. Member: FINRA, SIPC.
The Retirement Financial Center and United Planners are independent companies.
