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Help 2 Retire - Your Formula For Success!

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Help 2 Retire - Your Formula For Success!

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Maximizing Your Financial Future

Without Putting Your Principal At Risk

Throughout the next decade, more than 10,000 baby boomers will retire each day - yet a large percentage consider themselves unprepared for life after work.

Learn about what we do and our approach to help you save.

Achieving Success by

Working Together

We strive to serve our clients during the entire financial planning process, creating relationships that will last for generations.

Learn about what we do and our approach to help you save.

Creating A Plan For

Financial Freedom

We are dedicated to making you feel safe, secure, and protected when it comes to your financial future.

Learn about what we do and our approach to help you save.

 

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Help to Retire - Financial Minute

As Heard on the Financial Safari Radio Show

  

WHYN: Sat. 9-10 AM | WTAG: Sat. 11-Noon

 

Latest Videos

Our Team

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Richard Pelletier

J.D.

Senior Associate, Investment Advisor Representative
Attorney, Medicaid and Asset Preservation HTR Specialist...

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Matt Dunn

CFEd®

Investment Advisor Representative
Public Sector Employees, Social Security Maximization Specialist

Matt...

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Dominika Zielinska, MBA

Life Insurance Tax Strategies Specialist

Dominika Zielinska is a licensed Life & Health...

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Patricia Mederian Fay

Director of Client Relations

Tricia brings a unique skill set and life experience to this vital position here at...

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George R. Repasky

CFEd®

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

...

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Marcia Bernstein

LCSW, CLTC

Investment Advisor Representative
Hybrid Long Term Insurance Alternative Specialist

Since 2000, Marcia has...

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Jeff Harder

Medicare Specialist

Jeffrey has a client base of over 750 households in New England, his extensive knowledge of...

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Roy Balfour

High Net Worth Client Specialist

Roy Balfour has more than 30 years experience as a successful business owner...

Home

Our Services

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.

Looking to learn more?

Get in touch today

Contact Us

Latest Blog Posts

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.

Tags:
  • Investment Strategies
  • Money Management
  • Read more

An Estate Planning Primer for Business Owners

Submitted by HTR Group on November 6th, 2019

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

Tags:
  • Estate Planning
  • Read more

Get In shape - Financial Fitness 101

Submitted by HTR Group on October 30th, 2019

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

Tags:
  • Investment Strategies
  • Money Management
  • Read more

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Contact info

  •   181 Park Ave. Suite 4, West Springfield, Massachusetts 01089
  •   255 Park Ave. Suite 1000, Worcester, Massachusetts 01609
  •   (413) 747-5500
  •   richard@helptoretire.com

Contact us

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment adviser. 

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