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Financial Analysis

Create personalized financial analysis including accumulation strategies, goals, objectives, retirement income and distribution options. Analysis of assets, liabilities and net worth summary. Profiles are updated as goals and objectives change over time.



Retirement Planning


Assist in maximizing your employer sponsored retirement plans and IRAs. Establish how much you may need for a successful retirement as well as managing assets before and during retirement.



Investment Planning


Provide support to help you determine your risk tolerance and assist in your asset allocation strategy. Match investment vehicles to help you reach your goals.



Income Planning*


Develop distribution strategies to minimize taxes and maximize income.



Tax Planning*


Review your portfolio to maximize your tax strategies during and into retirement.



Risk Management


Evaluate your specific situation for potential insurance needs.



Education Planning


Investment and accumulation strategies to help you pay for your children's education.

* Firmani & Abbott Retirement Services, LLC does not provide tax or legal advice. Please consult with your tax and/or legal advisors.

Securities offered through: AGES Financial Services, LTD. Member FINRA/SIPC/MSRB.

123 Haven Street, 2nd Floor, Reading, MA 0187 (781) 933-6100

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