We’re not a company. We’re a movement. And we have a mission to improve retirement literacy and outcomes for people everywhere. We’re a breath of fresh air in an industry that’s outdated and out of touch with the unique and specific needs of people approaching retirement. We’re a team of “RetireMentors” assembled to help hard working Americans like you retire right and retire better. Forget everything you thought about old school financial advice. We’re NOT that. We are RetireMentors, not financial advisors. But through our process we can match you with the right licensed advisor for your needs. We’re unconventional, effective and unbiased. We’re good listeners. Motivators. Organizers. We’re teachers. Coaches. Sherpas. We’re RetireMentors are we’re ready to help you know more & have more…now and in retirement!
Our technology-powered, human enabled Retirement Solved approach helps you know more and have more…now and in retirement. The approach connects you with people, process, information and advice to take your retirement worries off the table for good while answering your most pressing questions: “When can I retire?” and “Will my money last a lifetime?” Are you ready to join us?
And if all this wasn’t enough to make us stand out in a crowded and noisy industry, we’ve chosen man’s best friend as our company mascot. We love dogs, but we hope to personify the qualities of a dog in everything we do for you. Dogs are: loyal, trustworthy, genuine, helpful, friendly, intelligent, persistent, dependable and just plain awesome!
While getting your finances right in retirement can feel like a fight (and a little intimidating), the entire Retirement Solved team, with our one-of-kind RetireMentors, are here for you. You can go it alone and be strong or rely on a team and be successful. We hope you choose the team! We’re determined to make retirement better. Our only question is…will it be yours?
Note: In some cases companies do pay us a referral fee if you click on or are approved for a solution provided in our Solutions Center. This compensation does not influence our recommendations or advice. We maintain editorial integrity when evaluating solutions.
435 Lancaster St., Suite 3C, Leominster, MA 01453
We offer our educational services to anyone with access to our website. We have affiliated advisors who can offer one-on-one advice to anyone in any location via phone or the Internet. Talk to one of our RetireMentors to get your planning started.
Our current affiliates are located in Central and Eastern MA, however through the amazing power of the Internet we are able to work with people anywhere in the country. If you’re looking for a team of retirement specialists, and are comfortable starting a relationship with an advisor via the web or phone, let’s talk.
Even if you already have an advisor you’re working with we invite you to take advantage of the many self assessments and advisor-led assessments, which will give you a great 2nd opinion and an opportunity to raise the bar on him or her. We also invite you to take any of our e-classes and interact with all of the valuable content on our website.
When it comes to retirement planning, we believe the most important and best investment you’ll ever make is hiring a retirement specialist and educating yourself on the issues. It’s simply too important and too complex to be left to chance, to previous ways of thinking, or put off to another day. We’ll also make sure you stay on track and take all those important action items when you’re suppose to (like claiming your Social Security, converting to a Roth, purchasing a Long Term Care policy, etc.). Like everything in life, a goal without a plan is just a wish and by consistently making informed decisions and committing to and implementing a plan, you’re much more likely to succeed.
You’ll have your own RetireMentor to help guide you through our approach and keep you on track. They can also answer any questions you have. If you choose to get matched with an affiliated retirement advisor he/she will offer you balanced and objective investment and insurance solutions in whatever combination makes sense for you. Your advisor will run simulations and projections used to make smart, research-backed and data-driven decisions about how to make your income last a lifetime.
No, you can interact with the content in our Education Center, take a class, follow our blog posts. Or, you can request single Assessments from affiliated advisors to analyze individual components of your retirement plan or address specific concerns. You can also get matched with a Hybrid Retirement Advisor/CFP to create your plan and either deploy it yourself or with another advisor.
When you contact us, we’ll put you in touch with a RetireMentor who will help you get started (and is available to continue to guide you through your retirement planning journey. After this initial discussion, we’ll decide together if we’d like to move forward to the first step in our retirement planning process.
Our Retirement Solved planning approach requires that everyone we work with commit to the approach and our recommended process, led by a RetireMentor. Together, you and your RetireMentor make decisions about your retirement and the outcome you seek. Then, your RetireMentor can help connect with with an affiliated advisor or another solutions provider.
Our affiliated advisors will provide details on his/her transparent fee structure. Individual assessments are priced separately depending upon the assessment you require. Ongoing fees are 100% transparent and dependent upon your unique situation. However, we are proud to say that our affiliated advisor fees are some of the lowest in the industry.
When you work with an affiliated advisor you don’t have to move your investments. When you reach the investment planning portion of our retirment planning process, your advisor will do a portfolio analysis and suggest any re-allocation that may possibly put you in a better position.