Marchand Financial
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Founded in 1974, we serve to provide financial solutions to clients in Worcester County Massachusetts and beyond. We specialize in retirement and income planning taking your individual situation into careful consideration. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N.
I often meet Florida pre-retirees who have built solid portfolios yet still feel uneasy as the paycheck phase ends. This is the "Wealth Paradox": the more you have accumulated, the more you worry about losing it or "failing" in retirement.
The transition from a lifetime of saving to spending is often a form of "trauma" that requires a steady guide to stabilize. Common questions I solve for include:
- Longevity Risk: How much can I safely withdraw without running out?
- Social Security Strategy: When should I claim?
- Market Volatility: How do I manage risk without a salary coming in?
- Spousal Alignment: How do we find a middle ground when one spouse wants safety and the other wants growth?
Planning is an art, not just a spreadsheet. It means coordinating Social Security, withdrawals, and tax decisions so everything resonates on a human level.
If you’re within 5–10 years of retirement and want a plan that replaces fear with confidence, let’s find your peace.
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Website
Address
6 Mechanic Street
Webster, MA
01570
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
