Retirees

You want to make sure the most important years of your life are worry free. At Robbins Farley we will be with you to help sift through the major concerns of a retiree.

 

Financial Planning

  • When do I take Social Security?

  • What are my Medicare options?

  • How do I handle long-term care needs?

 

Entrepreneur or partner in a professional organization:

  • I want my ownership to be transferred to my children, how?

  • What professionals do I need to prepare for business succession?


Estate planning concerns:

  • Do I need eldercare planning?

  • How do trusts, REITs, family partnerships affect my planning?

  • Do I sell my house and downsize?

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Please click on the below button to request credentials for access to the retirement portal.

Need more details?

Phone: 603-703-0255

Fax: 603-703-0259

info@robbinsfarley.com

Have a question? Send Us a Message!

Disclosures

© 2019 Robbins Farley, LLC