Retirement Income Planning
Turn your savings into a dependable paycheck that lasts as long as you do.
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Wealth Management for Retirement in Woburn and Greater Boston
Wealth management is more than picking investments. It's making sure your savings, Social Security, taxes, insurance, and estate plans all work together, so you can retire with confidence and stay retired.
What is wealth management?
Wealth management is comprehensive financial guidance that looks at your whole financial life, not just your investment account. For people nearing or in retirement, it typically includes retirement income planning, Social Security strategy, investment management, tax-aware withdrawals, insurance and annuity decisions, and estate coordination, all managed under one plan.
Plan first, then invest
Many people come to Paul with one specific question: what to do with an old 401(k), when to take Social Security, or how to turn an inheritance into income. The right answer depends on everything else: your other income, your taxes, your health, your spouse, and what you'd like to leave behind. That's why every relationship starts with a written plan, and the investments follow from it.
Our services
Retirement Planning
Still working? Find out if you're on track, and what to do in the years before you retire.
Learn moreSocial Security Planning
Claim at the right time, coordinate with your spouse, and protect the survivor.
Learn more401(k) Rollovers
Leaving an employer? Understand your options before you move your money.
Learn moreInvestment Management
Investments matched to the income you need and the risk you can live with.
Learn moreFinancial Planning
A complete picture of your finances: cash flow, goals, insurance, and more.
Learn moreLegacy & Estate Planning
Coordinate with your attorney so your assets reach the people and causes you choose.
Learn moreInsurance & Annuities
A balanced look at when insurance and annuities do, and don't, belong in a plan.
Learn moreRetirement Tax Strategies
Withdrawal order, RMDs, and Roth conversions, coordinated with your CPA.
Learn moreWho we serve
People within about 10 years of retirement, and those already retired, typically with $500,000 to $2 million saved, in Woburn, Arlington, and across the Boston area. Paul also works with clients by video in the states where he's registered.
Why work with Paul
40 years
In the industry since 1986
CFP®
CERTIFIED FINANCIAL PLANNER™ professional
One-on-one
You work with Paul himself
Referrals
Built mostly on referrals from long-time clients
Straight answers
Frequently asked questions
Financial planning creates the roadmap. Wealth management includes the plan, plus the ongoing work of carrying it out: managing investments, adjusting withdrawals, and coordinating with your tax and legal advisors year after year.