Your Roadmap to a Secure Retirement: Tax-Smart Planning for a Brighter Future
Retirement Planning • Investment Management • 100% Independently Owned
We’re Big Enough to Make an Impact on Your Financial Future
(But Small Enough to Know Your Name)
We’re proud to be an independent, fee-only financial planning fiduciary in Topsfield, MA.
That means it’s our legal duty to put your best interest before our profits.
For over 20 years, we’ve found results come from relationships. Every financial planning client we have gets the personalized care and attention they deserve—and we wouldn’t have it any other way.
We would love to help you with
Pre-Retirement Strategy
Planning Retirement Income
ESTATE AND LEGACY PLANNING
TAX PLANNING
CREATING CASH FLOW & RESIDUAL INCOME
CREATING RETIREMENT INCOME
SOCIAL SECURITY & MEDICARE PLANNING
RISK MANAGEMENT
Pre-Retirement Strategy
Planning Retirement Income
Estate and Legacy Planning
Tax Planning
Creating Cash Flow & Residual Income
Creating Retirement Income
Social Security & Medicare Planning
Risk Management
Andy Tapparo
Retirement Income Certified Professional® (RICP®)
Registered Investment Advisor (RIA) and Fiduciary
Meet Andy and discover how and why he’s been passionate about helping retirees and pre-retirees tackle their financial planning since 1997.
Like Any Good Road Trip,
a Financial Planner Should Consider Both the Journey and the Destination
We believe financial success isn’t just about the end goal: it’s about the experiences and milestones you achieve along the way.
As your financial advisor, we work closely with you to create a personalized road map that aligns with your dreams and aspirations. Whether you’re planning for a big purchase, orchestrating your retirement, or embarking on your own estate planning, we can help you create the step-by-step plan that considers your starting point and moves you down the road methodically and clearly—in a way that won’t compromise your lifestyle.
The road can be winding, and through no fault of our own, there can be detours or roadblocks. Let us help you navigate the twists and turns of your financial journey so you can enjoy the ride and confidently look forward to the destination.
