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Boston Retirement Advisors, LLC is a Fee-Only Financial Planning and Investment Advisory firm with over 30 years of experience, with our main location in Salem, New Hampshire. We assist our clients with the creation and preservation of wealth strategies by custom tailored and individually managed portfolios which are unique to their risk/return profile and investment time horizon. We develop comprehensive Financial Plans and specialize in Retirement Planning. As a “Fee-Only” firm, we sell no products nor receive any commissions or referral fees from any non-client source. We are paid entirely by our clients thus avoiding any conflict of interest. Quarterly meetings are encouraged to assure recommendations are implemented and adjustments are made to help meet our clients’ financial objectives. Boston Retirement Advisors, LLC has clients in over 15 states, with additional office locations in Bonita Springs, Florida, and Honolulu, Hawaii.
Our Financial Planning and Advisory services are client-centered and comprehensive to individuals who appreciate the attention to detail and the disciplined approach we bring to managing their assets. We believe that investing is an integral part of Financial Planning. We understand that Financial Planning and investment management are lifelong endeavors as contrasted with one-time engagements. Long term relationships are important to us and we strive to continually understand our clients’ financial concerns and objectives. We work with clients who welcome time as an ally and patience as a virtue in building their investment portfolios. As an independent “Fee-Only” advisory firm, we have no outside entity to unduly influence our client advice, and therefore rely only on our best research, judgment and experience. |