"Choose a job you love, and you will never work a day in your life." This one quote compelled me to found my retirement planning firm. I specialize in helping people plan for a comfortable retirement. My passion is working to make sure my clients never run out of money in retirement. It is why I can't wait to get out of bed every morning. During my previous career, I watched people work diligently
and well for decades, only to enter a retirement of lack and limitation. I knew it didn't have to be that way and wanted to help people make sure that it didn't. That's why I left "corporate America" and founded Tapparo Capital Management. When analyzing where a family stands at any given moment in their retirement planning, the important questions are:
1. Are you on track to retire when you want to, the way you want to?
2. Are your investments really suited to your long-term retirement goals?
3. Do you know pretty much exactly how much money it's going to take for you to retire comfortably-and stay that way? I don't know anyone who wouldn't benefit greatly from finding out those answers. If you are looking to retire with confidence, I can help reduce stress from retirement money matters. I design retirement strategies along with sound money management so my clients can retire and stay retired. My role is as a fiduciary. I am fee-only and do not accept any commissions. These are two important ways I am different from traditional financial advisors who are brokers. As a fiduciary, I am obliged to always act in your best interest. In addition, practicing as a fee-only advisor means I do not receive compensation based on products I sell to you. There are no hidden fees, no hidden agendas. Call me today at 978-887-1121 or e-mail me to learn more about how Tapparo Capital Management can help you preserve and grow your wealth. Please note: "Likes" should not be considered a positive reflection of the investment advisory services offered by Tapparo Capital Management. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services, as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Tapparo Capital Management.
