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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

Social Security Facts for 2019

Submitted by HTR Group on December 24th, 2019

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.

3 Ways to Tap Your Life Insurance While You’re Living

Submitted by HTR Group on December 17th, 2019

Most financial planners agree that life insurance is essential for protecting families against financial loss, which is why many recommend purchasing the maximum amount needed at the cheapest cost using a term policy. Where they start to diverge in their thinking is in any discussion about life insurance as an asset.

What You Should Know About Certified Financial Planners

Submitted by HTR Group on December 11th, 2019

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

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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

Simsbury, 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

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...