Retirement Center

Who We Are

The Retirement Financial Center is committed to helping our clients improve their long-term financial success. Our mission is to bring peace of mind to the process and experience of retiring and being retired. We believe that the more you understand the better off you are making financial decisions.

Our Process

We provide a hands-on approach and personalized service and expertise to help you retire or stay retired. We begin the process by meeting with you to discuss your goals and review all of your financial and insurance information. Our team, comprising Philippe E. Berthoud and William E. Riquier, take a comprehensive approach to working with our clients. We accompany you through all phases of retirement, continually evaluating economic trends and making portfolio adjustments as necessary.

What We Offer

We view retirement planning as a process that helps in the development of a plan to reach your goals over time. Your retirement plan will change as your goals change. We offer a variety of services, including:

• Comprehensive Financial Planning: We believe that the more you understand the better off you are making financial decisions. Our comprehensive financial planning approach helps you make informed decisions about your financial future.
• IRA, 401k, 403b, and 529 Planning: We offer complimentary classes and educational resources to help you understand and manage your retirement accounts.
• Medicaid and Estate Planning: We help you plan for life's contingencies, including Medicaid and estate planning, so you can achieve your goals while minimizing taxes and fees.
• Annuities and Inherited IRA Trusts: We work with you to develop strategies for a secure future, including annuities and inherited IRA trusts.
• Social Security and Medicare Planning: We help you make informed decisions about your Social Security and Medicare benefits, ensuring you maximize your benefits and minimize your costs.

Why Choose Us

With over 35 years of experience in providing financial advice and retirement planning in Danvers, MA and the North Shore, we have helped hundreds of families navigate the golden years of retirement and leave a legacy. Our team of experienced professionals takes a hands-on approach to working with our clients, diligently watching over their accounts and caring about their success. We believe that the key to achieving success is working together, building deep and meaningful relationships that last for generations.

Get in Touch

To learn more about our services or to schedule a consultation, please contact us at (978) 777-5000 or peberthoud@unitedplanners.com or weriquier@unitedplanners.com.