At Cape Retirement Wealth Advisors our goal is to provide our clients with a realistic plan that helps lower the money worries during retirement living, creating a retirement income that they can’t outlive.
We can help you plan with the goal of creating an income plan you can’t outlive; and find strategies that reduce risk.
You won’t get a cookie cutter, one-size-fits-all plan at Cape Retirement Wealth Advisors. We are committed to developing personalized strategies just for you, driven by your specific conditions and needs.
Services Include: IRA Planning, Estate Planning, Tax Reduction, Retirement Planning, Insurance Services
Chris grew up in Bedford, New Hampshire and graduated from Southern New Hampshire University in 1991. He has been a financial consultant for 21 years. He resides in Cape Cod with his wife and two children.
Chris received his training from several major firms and is licensed in multiple states. He currently serves as an independent Investment Advisor Representative of Retirement Wealth Advisors.
Chris focuses on retirement income planning, asset management, Social Security, Medicaid and legacy and estate planning.
We help listeners better understand retirement income strategies, asset management, Social Security, Medicaid and legacy and estate planning so that they can make better decisions about their financial futures. The Cape Retirement Radio program focuses on retirement income planning, asset management, Social Security, Medicaid and legacy and estate planning.
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We provide a holistic approach to serving our clients, and the variety of services offered demonstrates our commitment to serving our clients’ best interest as our fiduciary duty.
Our plans are designed with the following emphasis:
We will work closely with you to educate you on the important rules regarding IRA accounts (401k, 403b, 457, etc.). When it comes to planning for the distribution of assets currently held in IRA accounts, there are a number of potential hazards that can cost you thousands in penalties and unnecessary taxation. We will help you navigate these hazards and ensure your IRAs remain intact for you and your beneficiaries.
We will work with you and your attorney to aid in the establishment of wills, trusts and other legal documents to help you control what you own during your lifetime. This planning also sets the stage for the orderly transfer of assets to your beneficiaries, while minimizing taxes and ensuring your estate avoids probate.
We will work with you and your tax professional on strategies to reduce taxes on Social Security income, capital gains, interest-earning accounts, and inherited IRA accounts for beneficiaries. We also offer products that may reduce your tax burden.
Using a variety of methods to plan retirement for pre- and current retirees, we recommend appropriate savings vehicles and tax strategies that are geared toward enjoying a comfortable retirement. We construct a distribution plan that addresses major risk areas, like outliving your money, major health care costs, inflation, stock market decline, and low interest rates.
We will assess the need for protection in the event of death, injury, poor health, and loss of income or property. Our primary concern is protecting you and your loved ones from financial tragedy in the event of a medical emergency, lawsuit or market event.
My goal is to help clients strive toward a comfortable retirement.
Talk to me about your retirement needs, and I will craft a customized plan at zero cost to you. If the plan I develop sounds good to you, I’ll do all the work to put it into action. But if you’re not ready to take action, that’s perfectly fine – there’s never any obligation on your part.
Ask me any questions that you have, and I’ll help find the best solutions for your personal needs. You can always come back with more questions the next month, or even three months after that if you wish. That’s why I’m here.
Even if we never do business together, it’s my goal to leave you better educated about your retirement options, just for having met me.
1020 Plain St. Suite 290, Marshfield, MA 02050 | (508) 659-5849 | email@example.com
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Cape Retirement Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. the money manager trades the account as indicated on the WealthGuard™ agreement. There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.