617-658-4550

Federal retirement plans Built Around You!

We’ll handle your federal retirement plans.

You pursue your passions.

WHAT WE OFFER

As you approach or enter retirement, it’s not always easy to know what to do next — especially when it comes to your federal benefits. With our knowledge, expertise and dedication to clients, we can help you create your ideal retirement plan, and then live it.

The Commonwealth Guardians Process

We design financial strategies specifically for federal employees. Interested in how it works? Here’s a look:

1. Discover.

A conversation between friends.

What are your retirement must-haves? What does your ideal retirement look like? How do your children or immediate family factor into your retirement? We’re an open book during this phase — the more we know, the better we can tailor your plan.

2. Research.

We do our homework.

We create an easy-to-understand report based on your retirement goals, assets and other information gathered during the discovery phase.

3. Share.

Stand and deliver

After we’ve finalized your retirement plan, we sit down and explain your report point-for-point — in person, of course, and always with refreshments

CONTACT US

Phone:617-658-4550
Email: Mwidlake@soundincomestrategies.com

OUR LOCATION

75 Second Ave Suite 605
Needham, MA 02494
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