Retirees and Pre-Retirees
At McGuire & Wright Financial Group, we believe retirement is about time freedom. Whether you want to continue running your business as long as possible or you’re ready to relax and travel the globe, we’ll help you determine how to build a financial future you’re excited about. Once you retire, we can also help you manage your finances so you stay on track. Our goal is to create a personalized plan that allows you to focus on the present while you establish a rewarding future.
Wealth Management & Retirement Planning
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerances, and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
Estate Planning
A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisers to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.
Disability and Extended Care Needs
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.
Charitable Planning
Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisers.
Succession Planning
Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.
Franklin Office
308 W Central Street, Suite A
Franklin, MA 02038
Bridgewater Office
Two Lakeshore Center, 2nd Floor
Bridgewater, MA 02324