This intensive 2-day conference featured discussions by leading industry experts about potential strategies to optimize retirement income planning. The topics covered were especially relevant as the first wave of baby boomers are reaching retirement age while our nation is recovering from financial instability. Speakers discussed issues ranging from Retirement Income as a National Priority to Retirement Readiness. Additional topics covered by speakers included: A Strategy Debate, Key Steps for a Sustainable Retirement System, and Planning Back to Basics.
Mr. Riquier is a CERTIFIED FINANCIAL PLANNER™ professional and an Ed Slott Master Elite IRA Advisor Group™ member. He has been in business on the North Shore for 40 years. “My first priority is to help my clients reach their retirement goals. Although each client situation is different, we help develop a plan that includes a sustainable retirement income plan.” Mr. Riquier said. “It is exciting to utilize new strategies to help improve retirement income and preserve wealth for my clients during this unpredictable time.”
As a registered representative with United Planners Financial Services, member FINRA, SIPC, Tom practices the “total financial planning concept,” providing unbiased advice for the financial needs of his clients. He has a “hands on” approach to investment planning and a dedication to providing the sound guidance, education and expertise required in every phase of financial and retirement planning.
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The Retirement Financial Center offers a full range of financial services and is committed to helping our clients improve their long-term financial success. We constantly evaluate economic trends and make adjustments when necessary. Our customized programs are designed to grow, protect and conserve our clients wealth. We are dedicated to providing the sound guidance, education and expertise required in every phase of pre-retirement and retirement planning.