New England Investment & Retirement Group, Inc.

How to Start

Starting your Rollover, Roth or Traditional IRA with New England Investment & Retirement Group is easy. Contact us by phone or email and schedule an appointment to sit down and talk with one of our retirement specialists.

The financial planning process includes the following steps:

Establishing and defining the relationship for client and professional.
A frank appraisal of your financial experience, current financial resources, and obligations will lead a discussion that will help outline and prioritize your personal financial goals while assessing your investment horizons and personal risk tolerance. Financial records and documentation are recommended to fill out a picture of your total financial situation.

Additional topics will include: a clarification of responsibilities, the flexibility of compensation structures, and an objective analysis of current financial liabilities. Remember, the initial consultation is free.
Developing and presenting financial planning recommendations and/or alternatives for implementation.
Detailed financial planning recommendations, tailored from the information gathered to meet your specific goals, will be communicated to you in a way that will allow you to make informed investment decisions. Agreements and schedules will be reached on the recommendations to be implemented.
Monitoring the progress of financial planning recommendations.
New England Investment and Retirement Group prides itself on its continuing service. Financial reviews are scheduled periodically to have recommendations and your financial progress monitored, reviewed, and evaluated for both performance and the impact of changing market circumstances.