Active Lifestyle/Over 55

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Worried About Your Financial Health? WE CAN HELP

  • Posted by Active Lifestyle/Over 55 July 7, 2020 - Filed in Personal - #Help To Retire Group  #Richard Pelletier  - 2,950 views

    Worried About Your Financial Health? WE CAN HELP

    Richard Pelletier, J.D.

    Help To Retire Group

    Are you worried not only about your family’s health but also your financial health? We can help. 

    Your investments most likely took a nasty drop in the last few months. If you invested in mutual funds you are defined as a “passive investor”. We are tactical managers -- back in February and March, The Help To Retire Group went into a defense mode. 

    It’s easier and quicker to prevent a loss then to recover from a loss.

    Call 413-747-5500 or click here to book your FREE consultation

    Call us to schedule a free, no-obligation “portfolio x-ray” to go over your current allocations.

    We are currently open for appointments only and are spaced out to allow our staff to sanitize all surfaces. All employees and guests will have their temperatures taken with touchless devices to ensure you a “safe” environment. 

    Thanks for your time,

    Richard Pelletier

    HelpToRetire.com

    413-747-5500

    Offices in West Springfield, Worcester and Lee, MA

    Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment advisor. Free consultations apply to individuals with $200,000 or more in savings.

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