The Heaphy Group 413.736.8805

Retirement Planning


retirement planning

Most people do not plan to fail, they fail to plan. It is never too early or too late to prepare for a happy and secure retirement. Between an underfunded social security system and the demise of traditional pension plans, you now need to take command of your situation to meet your retirement goals. No matter what stage of life you are in, employing a sound savings and investment strategy is essential. Is your ideal retirement traveling the world, working in your garden, volunteering or creating a new second career? Retirement planning is crucial to live your life the way you want to. Having sufficient retirement capital and finding a secure retirement stream of income requires studied and objective discussions. Attempting it alone is not your best bet; having a Certified Financial Planner™ assures you a proper approach.


Whether you have just started working or are already retired, our retirement planning capabilities can save you time, money, and headaches, and can help turn your retirement dreams into reality. We have been helping people plan for retirement for twenty-five years; let our experience work for you.


Arm yourself with the facts about retirement planning. Call us at 413.736.8805, or complete and submit your request below.

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DISCLOSURES: Investment advisory services provided through Heaphy Investments, LLC. Heaphy Investments, LLC is an investment adviser registered with the Commonwealth of Massachusetts. You should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Heaphy Investments, LLC. It is published solely for informational purposes and is not to be construed as a solicitation nor does it constitute advice, investment or otherwise. To the extent that a reader has questions regarding the applicability of any specific issue discussed herein to their individual situation, they are encouraged to consult with the professional advisor of their choosing. A copy of our written disclosure statement regarding our advisory services and fees is available upon request. Our comments are an expression of opinion. While we believe our statements to be true, they always depend on the reliability of our own credible sources. Past performance is no guarantee of future returns.

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