Retirement is something you've worked hard for all your life, and you deserve to enjoy every moment without financial worries or concerns. At Retiree Financial and Insurance Services, we work with people just like you every day who are either in or nearing retirement. Our job is to make sure you have the right strategy in place to help maximize your money, so you can accomplish your goals and maintain the lifestyle you desire.
As a client, you are like family to us, and we approach your retirement planning the same way we would our own. First and foremost, we take the time to really get to know you and find out where you are now and where you're trying to go. Next we educate you on all the different paths you could take to get there and empower you with the information you need to make wise decisions with clarity and confidence.
Then, once your strategy is implemented, we proactively monitor it and make adjustments anytime we need to, such as when the market shifts or something in your life changes.
As a client, you are like family to us, and we approach your retirement planning the same way we would our own. First and foremost, we take the time to really get to know you and find out where you are now and where you're trying to go. Next we educate you on all the different paths you could take to get there and empower you with the information you need to make wise decisions with clarity and confidence.
Then, once your strategy is implemented, we proactively monitor it and make adjustments anytime we need to, such as when the market shifts or something in your life changes.
Services
Christopher Cloutier and Toni LiTrenta are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of MA.
No insurance business may be conducted outside of these states referenced.
Neither Retiree Financial and Insurance Services nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice.
Please consult your own tax, legal or accounting professional regarding your particular situation.
No insurance business may be conducted outside of these states referenced.
Neither Retiree Financial and Insurance Services nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice.
Please consult your own tax, legal or accounting professional regarding your particular situation.
Christopher Cloutier is President of Retiree Financial and Insurance Services, located in South Hadley, Massachusetts, and is affiliated with Eagle Strategies as a Investment Advisor Representative.
Through his knowledge base and expertise, he is able to help clients navigate the rapidly changing financial landscape during all stages of their financial planning.
He places a strong emphasis in elder estate planning and asset protection.
With more than 32 years of experience in the financial services industry, Chris has built a reputation as a top financial advisor in the area.
Through his knowledge base and expertise, he is able to help clients navigate the rapidly changing financial landscape during all stages of their financial planning.
He places a strong emphasis in elder estate planning and asset protection.
With more than 32 years of experience in the financial services industry, Chris has built a reputation as a top financial advisor in the area.
One thing you should know about us at Retiree Financial and Insurance Services is that we absolutely love what we do.
We know the difference we make in people's lives, and we are honored to work with every client who chooses to join our family.
Financial wellness in retirement is complicated because most people have a fixed income that doesn't change in an environment that constantly does.
That's why we take a highly-proactive approach and emphasize client reviews -every six months (or more frequently, if needed).
We know the difference we make in people's lives, and we are honored to work with every client who chooses to join our family.
Financial wellness in retirement is complicated because most people have a fixed income that doesn't change in an environment that constantly does.
That's why we take a highly-proactive approach and emphasize client reviews -every six months (or more frequently, if needed).
Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
One thing our clients appreciate about working with us is that we don't believe in cookie-cutter financial services or a one-size-fits-all approach.
Instead, we follow a meticulous process designed to help get to know each client's situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs.
Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.
Instead, we follow a meticulous process designed to help get to know each client's situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs.
Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.
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