Retirement Income Planning That Fits You
Our Goal
Develop a realistic, customized retirement income plan
At Cape Retirement Wealth Advisors, we specialize in helping individuals and couples prepare for a financially confident retirement. Our goal is to develop a realistic, customized retirement income plan designed to reduce financial stress and help ensure you don’t outlive your savings.
We focus on building retirement income strategies that last a lifetime, while identifying ways to help reduce risk, lower taxes, and preserve your wealth. Whether you're nearing retirement or already living it, we help you take control with clear, goal-based financial planning.
At Cape Retirement Wealth Advisors, we don’t believe in cookie-cutter solutions. Every client receives a personalized retirement plan tailored to their unique financial situation, long-term goals, and lifestyle needs.
Our Services
OUR RETIREMENT PLANNING SERVICES INCLUDE
Let us help you create a retirement strategy you can count on, one that’s designed to grow, protect, and provide income for life.
WealthGuard
Monitor and protect all your investments with WealthGuard™, an automated early-warning system for peace of mind in any market
IRA Planning Tips
Maximize your IRA accounts, including 401(k), 403(b), and 457 plans, with smart distribution and rollover strategies
Estate Planning
Preserve your legacy and protect your loved ones
Tax Reduction Strategies
Keep more of your retirement income through smart tax planning
Comprehensive Retirement Planning
Coordinate income, investments, Social Security, and healthcare costs
Insurance Services
Evaluate life, long-term care, and annuity options for financial security
Meet
Christopher J. Letendre
Now based in Cape Cod with his wife and two children, Chris combines deep industry knowledge with a personalized approach to financial guidance. He has received extensive training through several major firms and holds licenses across multiple states. Currently, Chris serves as an independent Investment Advisor Representative with Brookstone Capital Management.
Chris specializes in comprehensive retirement income planning, asset management, Social Security optimization, Medicaid strategies, and legacy and estate planning. His mission is to create customized solutions that help clients protect their wealth and enjoy financial peace of mind throughout retirement.
Complimentary Retirement Resources
Income Gap Finder
Are you on track to fund your retirement lifestyle?
The Income Gap Finder is a simple yet powerful tool that helps you identify the difference between what you expect to receive in retirement income and what you may actually need to live comfortably.
Use this guide to:
- Spot potential shortfalls before they become a problem
- Evaluate income sources like Social Security, pensions, and investments
- Start building a plan to close the gap with confidence
Download now to see where you stand — and how to create income that lasts.
Retirement Preparation Checklist
Start your journey toward a more secure financial future.
This practical checklist is designed to help you gather the key documents and information you’ll need to create a confident retirement plan, with the help of a trusted financial professional.
As you shift from building your savings to using those assets for income, it’s essential to develop a clear strategy that covers both your everyday needs and discretionary spending. This checklist will guide you through preparing for important conversations about:
- Your current retirement savings and income sources
- What you’ll need to cover both basic and lifestyle expenses
- Your comfort level with investment risk
- Any personal or family challenges, as well as legacy goals
Download your Retirement Preparation Checklist today and take the first step in planning the retirement you deserve.
A note from chris
My mission is to help you work toward a comfortable and secure retirement.
Reach out to me with your retirement goals and concerns, and I’ll create a personalized plan tailored just for you, completely free of charge. If you like the plan, I’ll take care of everything needed to bring it to life. But if you’re not ready to move forward, that’s absolutely okay. There’s never any pressure or obligation.
Feel free to ask any questions you have along the way. I’m here to help you explore the best options for your unique situation. Whether you want to reconnect next month or even a few months down the road, I’m always available to support you.
Even if we never work together, my goal is to ensure you leave our conversation feeling more confident and informed about your retirement choices.
Submit your questions below if you would like a complimentary consultation.
1020 Plain St. Suite 290, Marshfield, MA 02050 | (508) 659-5849 | chris@caperwa.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.