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Confidence and peace of mind on the road to your retirement

Are we right for you?  

We may be a good fit for you if:

  • You’re looking for a fee-only, advice-only fiduciary advisor with reasonable prices, who will act in your best interest at all times
  • You're comfortable managing your own money but would like an independent, second opinion on your portfolio

  • You have questions like these:  

    • Am I on the right track to retire when I want to?  If not, when can I retire?

    • Now that I'm moving from earning a salary to spending from savings, which accounts should I withdraw from first?

    • How much money will I need?  How much can I safely withdraw each year?  

    • Do I have the right asset allocation at this point in my life?

    • Should I roll over my 401(k) or 403(b) plan to an IRA?

    • What's the best age for me and for my spouse to begin collecting Social Security?

    • How do I balance saving for retirement with saving for my children’s education?

    • How do I get out from under crushing student loan debt (or help my kids do this)?

At McGovern Financial Advisors, we provide affordable, objective, fee-only financial planning and investment advice.  We receive no sales commissions or hidden fees.  The only people who pay us are our clients.  


Schedule a Free Meeting Now

For a free initial consultation, simply click the blue button above, email us, or call us at (908) 789-9462