Retirement Planning

Pairing Your Investment Efforts with Ours

Get Started Planning for Retirement

Are you getting ready for life beyond work? Or maybe you’re only just starting to think about it? It’s never too early (or late) to begin planning with Topsfield Financial Group.

“How can I best plan for my retirement?”

“When can I step away from the job I have today, and does it make financial sense to do so?”

“How can I optimize my sources of income during retirement?”

“How much will be left for my spouse, children, or grandchildren?”

“How do I integrate my personal and financial plan with my business plan?”

Personalized Financial Plans That
Help You Prepare For Your Next Step

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. 

Let Topsfield Financial Group Help You Secure Your Future

Maybe you’re just beginning to save for the future. Or have you been working all your life and have decided it’s now time to think about a change? Each stage in life has its own set of questions, and they can be challenging to answer. 

We know it isn’t easy —  but we also know that, once a plan is set in motion, it transforms an hourglass into a compass. Our job is to help you stay on an investment path that accounts for crossroads, market volatility, and changing life circumstances.

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.

Hear What Our Clients Say About Topsfield Financial Group

Don’t just take our word for it. Read through some of our client feedback to learn more about the services Topsfield Financial Group provides.

“My Topsfield Financial Group advisors have been able to do a really nice job to help me understand how much longer I need to work, what my quality of life would be based on the portfolio, and then creating different scenarios to help me make good decisions and be comfortable.” – Shirley J.

“I joined up with Topsfield Financial Group around the time I retired. I wasn’t happy with my old advisor and now I’m amazed at the growth with Topsfield Financial Group. They were really proactive in coming up with solutions to get me back on track. It’s only been a handful of years, which is not a long time and I’m seeing growth that I never saw before with my other advisor.” -Larry O.

“Topsfield Financial Group took me on as a small customer at the start of my career, with very little money and no real investments and have grown with me. Thirty years later, I’m nicely set for retirement, they’re getting my kids set up and are helping my in-laws as well. I don’t consider them a vendor, I consider them family.” -Robin M.

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