Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
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S P E C I A L A D V E R T I S I N G S E C T I O N Thomas T. Riquier, CFP ® , CLU, is President of The Retirement Financial Center, a CERTIFIED FINANCIAL PLANNER™ professional, and an Ed Slott Master Elite IRA Advisor Group SM member. With more than 44 years of experience, Tom is well-versed in IRA laws and rulings, 401(k), 403(b), 457, and pension plans and the special financial needs of individuals between 50 and 80 years old. He became a CERTIFIED FINANCIAL PLANNER™ professional more than 20 years ago and maintains his certification through ongoing education. Over that time, he has developed a level of training and experience that keeps him in the forefront of his field. Tom completed the rigorous requirements to become a member of Ed Slott's Master Elite IRA Advisor Group SM to remain up-to-date about retirement plans' laws and rulings because they are different from all other assets. Helping pre-retirees and retirees develop a retirement plan so they can live the lives they want – lives they might not be able to have without solid advice and a sound understanding of all their options – is critical. After realizing one of the greatest gifts to give the public is a financial education, Tom started teaching a financial planning class at a local community college 35 years ago. Currently, he offers 20-30 classes per year on subjects such as Social Security and Medicare, Estate Planning and an Ed Slott IRA Class. The Retirement Financial Center is a local financial services firm committed to helping pre-retirees and retirees plan for the retirement they envision. As Registered Representatives with United Planners, Tom and his team constantly evaluate economic trends in order to recommend appropriate portfolio changes. They are dedicated to providing the sound guidance, education and expertise required in every phase of wealth management and retirement income planning. Tom believes "your financial success is not only determined by how much you make when the markets go up, it THE RETIREMENT FINANCIAL CENTER 10 Liberty Street Danvers, MA 01923 978.777.5000 ttriquier@unitedplanners.com www.RetirementCtr.com is also determined by how much you don't lose when they go down." Call 978-777-5000 for a no fee first appointment. Visit our website, RetirementCtr.com, for details about upcoming Classes at the Barn and important Ed Slott White Papers. THOMAS T. RIQUIER, CFP ® , CLU THE RETIREMENT FINANCIAL CENTER RETIRE WITH CONFIDENCE THROUGH EDUCATION! Thomas T. Riquier, CFP ® , CLU, is an Investment Advisory Representative offering Securities and Advisory Services through United Planners Financial Services. Member: FINRA, SIPC. The Retirement Financial Center and United Planners are independent companies.