Help To Retire 255 Park Avenue, Worcester, MA 01609

Help To Retire is a finance institution located at 255 Park Avenue in Worcester, Massachusetts, United States. Our team of experts is dedicated to helping you retire comfortably and protect your assets. We offer advice on annuities, money management, tax protection for your retirement accounts, insurance policies, and guidance on Medicare, Social Security, and Medicaid. We work with lawyers and CPAs to provide integrated solutions for all your retirement needs.

For retirees and individuals over 55, we offer limited space for consultations. You can call 239-256-7850 or 413-391-0010 for reservations. Richard Pelletier hosts a series of informative specials discussing retirement financial strategies, taxes, long-term care, and maximizing your retirement income. All episodes are available online and on Western Mass News Channels 3 and 40.

We also provide information on the SECURE Act of 2019 and the importance of proper planning for financially supporting a physically ill spouse or loved one. When considering financing a large purchase before age 59 ½, it's essential to carefully weigh the option of withdrawing or taking a loan from your retirement account.

With offices in West Springfield, Worcester, Punta Gorda, and Sarasota, we offer investment advisory services through Foundations Investment Advisors, LLC. Please note that nothing on this website constitutes investment, legal, or tax advice, and past performance is not a guarantee of future results. Personal investment advice can only be provided after engaging with Foundations and receiving the necessary disclosures. Visit https://adviserinfo.sec.gov for more information.