This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced. A broker-dealer, Registered Investment Adviser, BD agent, or Investment Advisor Representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
For information concerning the licensing status or disciplinary history of a broker-dealer, registered investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator. Securities and advisory services offered through United Planners Financial Services of America. A Limited Partnership. Member FINRA/SIPC. The Retirement Financial Center and United Planners are not affiliated. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Massachusetts (MA), Maryland (MD), Maine (ME), New Hampshire (NH), Nevada (NV), New York (NY), Virginia (VA).
Welcome to The Retirement Financial Center
Our mission is to help improve the process of retiring through education, planning, implementation and performance.
As Registered Representatives with United Planners, Philippe Berthoud and William Riquier offer a full range of financial services and are committed to helping our clients improve their long-term financial success. We continually evaluate economic trends and make portfolio adjustments when necessary. The resulting customized programs are designed to grow, protect and conserve our clients’ wealth.
We provide a hands-on approach and personalized service and expertise to help you retire or stay retired. We are dedicated to providing the sound guidance, education and expertise required in every phase of pre-retirement and retirement planning.
Call us today at 978-777-5000 to help maximize the growth of your money and retire or stay retired with confidence.