Steven C. Johnson, Chfc Email & Phone Number

For nearly three decades I have focused my career on helping pre and post retirees plan for and live the retirement lifestyles of their choosing. Having adequate retirement savings, and investing it properly, is viewed by many as what retirement planning is all about. Although those are certainly important components, a great retirement plan is about much more than money and investing. It's about considering all aspects of your life in retirement, such as where you want to live, how you want to spend your time, the places you would like to visit, and the people with whom you would like to spend more time. It is these aspects of planning for one's retirement that form the foundation of a great retirement plan and how your retirement income and investing strategy should be created. Properly linking your available resources to your desired retirement lifestyle is what makes the manner in which we approach the retirement income planning process so unique. Social Security retirement income often represents 40% or more of many retirees income. (www.ssa.gov) As such, understanding the claiming options and strategies available to maximize your benefits, while avoiding common claiming traps that can cost you potentially thousands of dollars in lost benefits, is also a key area where I can help. If you would like assistance with your retirement planning or social security claiming options visit our website at finivi.com or call me at (800)530-6635 extension 123. I look forward to sharing my experience with you.

Listed skills include Retirement Planning, Retirement Income Strategies, Social Security, Medicare, and 5 others.

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  Financial Advisor

  Finivi | Financial Advisors

  Aug 1989 - Present - Westborough, Massachusetts

  As a Chartered Financial Consultant (ChFC), a veteran of the investment and financial planning industries since 1989, and one of the 76 plus million Baby Boomers in the United States who are now currently in, or rapidly approaching retirement, I feel uniquely qualified and passionate about helping others with their own retirement journeys. If you are preparing for or are already in retirement, I can help you:- Identify your retirement lifestyle goals and create an action plan to help achieve them- Understand your Social Security claiming options to maximize your benefits - Update your estate and wealth transfer plans- Review your existing investment and retirement accounts- Generate the income you need to maintain your desired lifestyle- Understand your options if you or your spouse were to lose your health in retirement - Become more savvy regarding Medicare and health benefits in retirement - Understand how Social Security is taxed and the impact of working while collecting- How a divorce or death of a spouse impacts your Social Security claiming options As the Director of our Financial Education and Corporate Financial Wellness Programs, I or a member of my team can deliver a variety of financial education workshops on pre or post-retirement planning, investing, estate planning strategies, or social security and Medicare to your public or private corporation, university, hospital or medical group, or your social / fraternal organization.______________________________________________________Advisory Services offered through Finivi Inc. an SEC Registered Investment Advisor. Privacy policy: http://bit.ly/finivi_privacy