Stoddard Financial, LLC 6 Baker Road, Medfield, MA 02052

Stoddard Financial, LLC is a finance institution located at 6 Baker Road, Medfield, Massachusetts, United States. At Stoddard, we focus on simplifying financial planning for individuals at all stages of life. Whether you are just starting out in your career or preparing for retirement, we help you identify, plan, and execute strategies to secure your financial future.

Our team of professionals will guide you through maximizing your corporate benefits, transitioning income sources with tax efficiency, managing assets based on your risk preferences, and coordinating with tax and estate planning professionals. We understand the importance of making informed decisions about your retirement income, including pensions, 401(k)s, IRAs, and other savings programs.

We believe in taking control of your future by creating a well-designed Retirement Lifestyle Plan that aligns with your goals and resources. By modeling out your income, assets, and expenses, we can project the probability of a successful retirement and help you enjoy a rewarding and fulfilling life after work.

In addition to financial planning services, we offer resources and workshops on topics such as creating a shared financial vision with your partner, facing the emotional side of retirement, understanding your money personality, and planning for the costs of Alzheimer's and dementia care.

Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Our Registered Representatives can only discuss and transact securities business with residents of certain states.

DISCLAIMER: The information provided is hypothetical and not based on real-life examples. Consult with your financial advisor for specific advice tailored to your individual needs.