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ATTENTION: If your stock market accounts dropped by 20% or even 30% in the 1st Quarter of 2020,
and/or your total investible assets dropped more than 10%-15%,
SOMETHING MAY BE WRONG WITH YOUR ALLOCATION!!!

This CoronaVirus will blow over ... but be better prepared to come out the other end in greater shape.
For those concerned retirees or folks over 60 we will offer a FREE 55-minute Portfolio X-Ray of your investments and allocations.
This is a FREE consultation with no costs or obligations, and for a limited time we are available for night and weekend appointments

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A sample of ways we can help to manage your interests

Tactical Wealth Architecture For the Risk Adverse Retiree

As fiduciaries, not brokers, the Help To Retire Group manages portfolios based on risk tolerance.

Asset Preservation Planning

When Long-Term Care insurance is NOT available, or is approaching its limits for coverage, it's important to look at planning for the next steps in long-term care needs - such as Home Care, an Assisted Living Facility, and/or admission to a Nursing Home.

Retirement Income Planning

Planning how much you will need to maintain your Ideal Retirement Lifestyle and where that money will come from requires forethought. Hoping the portfolio will not suffer major drawdowns as you take monthly income to support your dream retirement is NOT a plan. We organize assets and income streams that minimize damage during stock market drawdowns.

Latest Blog Posts

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Submitted by HTR Group on June 30th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Navigating a Financial Crisis

Submitted by HTR Group on June 23rd, 2020

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have come up with some of the most important things to do to during a crisis.

Before the Crisis

Investing in the Wake of COVID-19

Submitted by HTR Group on June 18th, 2020

Intro

ATTENTION: If your stock market accounts dropped by 20% or even 30% in the 1st Quarter of 2020, and/or your total investible assets dropped more than 10%-15%, SOMETHING MAY BE WRONG WITH YOUR ALLOCATION!!!

Maximizing Your Financial Future

Without Putting Your Principal At Risk

Achieving Success by

Working Together

Creating A Plan For

Financial Freedom

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Our Team

J.D.

West Springfield/Worcester

Senior Associate, Investment Advisor Representative Attorney, Medicaid and Asset...

CFEd®

Worcester/West Springfield

Investment Advisor Representative Public Sector Employees, Social Security Maximization...

Worcester

Life Insurance Tax Strategies Specialist

Plymouth, MA

Investment Advisor Representative

Fiduciary Investments

LCSW, CLTC

Avon, CT

Investment Advisor Representative Hybrid Long Term Insurance Alternative Specialist

Stamford, CT

Associate

Retirement Income Planning Specialists...

CFEd®

New Milford, CT

Investment Advisor Representative Employer’s Resource for Company Financial Education Workshops...

Worcester/West Springfield

Medicare Specialist

West Springfield

Director of Client Relations

Shrewsbury, MA

High Net Worth Client Specialist

Our Services

Looking to learn more?

Latest Blog Posts

ATTENTION: If your stock market accounts dropped by 20% or even 30% in the 1st Quarter of 2020,
and/or your total investible assets dropped more than 10%-15%,
SOMETHING MAY BE WRONG WITH YOUR ALLOCATION!!!

Senior Associate, Investment Advisor Representative
Attorney, Medicaid and Asset...

Investment Advisor Representative
Public Sector Employees, Social Security Maximization...

Investment Advisor Representative
Hybrid Long Term Insurance Alternative Specialist

Investment Advisor Representative
Employer’s Resource for Company Financial Education Workshops...