Get Started Planning for Retirement

Your family and financial situation are unique. Maybe you‘re a small business owner and the majority of your wealth is tied up in your work, so you need help exploring how or when you can exit? Or perhaps you dream of traveling and you’re not sure how to plan for it? 

The things that make your life special can’t be completely accounted for in financial terms.

That’s why we want to talk with you. We want to hear about the visions you have for your life, and to make sure you feel safe and comfortable discussing your financial options with us. 

Then, we’ll work alongside you to create a personalized financial plan to show how you can make your assets last for the rest of your life — or how to make changes so you get the most out of the years beyond work.

Our advisors will also provide you with advice on the best way to handle your employer retirement plan, estate considerations, taxes, or even unexpected financial circumstances.

We understand that these types of conversations can be stressful, because the decisions have a major impact on you and your loved ones. At Topsfield Financial Group, we treat each of our clients as if they were a member of our own family, taking every possible step to ensure you can meet your short and long-term goals. 

What Sets Topsfield Financial Group Apart

While other advisors may outsource the management of your investments, at Topsfield Financial Group, we assume that responsibility ourselves. We’re governed by our very own Rules-Based Investing.

Plus, as fiduciaries, we believe it’s our responsibility to minimize your fees and expenses so you can maximize your returns. Knowing our clients intimately allows us to apply our investment methodology and create a tailored yet comprehensive financial plan.