We tailor strategies designed to fit your retirement goals.
At Boston Independence Group, we believe wholeheartedly in our mission to help take the complexity out of retirement income planning by providing strategies for a confident retirement.
We tailor strategies designed to fit your retirement goals.
At Boston Independence Group, we believe wholeheartedly in our mission to help take the complexity out of retirement income planning by providing strategies for a confident retirement.
AS FEATURED ON
GUIDING YOU ON YOUR RETIREMENT JOURNEY
Here, we focus on guiding those who are in or nearing retirement preserve their wealth and make their money last. Considering the specific needs of retirees, and using strategies tailored to those needs, we help you create an income plan designed to ensure you won't outlive your money or overpay in taxes.
We help prepare you for the financial future you deserve by leaving no stone unturned, which can make all the difference to you and your loved ones down the line.
Let’s start a conversation and see how we can be of service to you to help protect and grow your wealth.
Here, we focus on guiding those who are in or nearing retirement preserve their wealth and make their money last. Considering the specific needs of retirees, and using strategies tailored to those needs, we help you create an income plan designed to ensure you won't outlive your money or overpay in taxes.
We help prepare you for the financial future you deserve by leaving no stone unturned, which can make all the difference to you and your loved ones down the line. Let’s start a conversation and see how we can be of service to you to help protect and grow your wealth.
Here, we focus on guiding those who are in or nearing retirement preserve their wealth and make their money last. Considering the specific needs of retirees, and using strategies tailored to those needs, we help you create an income plan designed to ensure you won't outlive your money or overpay in taxes.
We help prepare you for the financial future you deserve by leaving no stone unturned, which can make all the difference to you and your loved ones down the line.
Let’s start a conversation and see how we can be of service to you to help protect and grow your wealth.
Here, we focus on guiding those who are in or nearing retirement preserve their wealth and make their money last. Considering the specific needs of retirees, and using strategies tailored to those needs, we help you create an income plan designed to help ensure you won't outlive your money or overpay in taxes.
We help prepare you for the financial future you deserve by leaving no stone unturned, which can make all the difference to you and your loved ones down the line.
Let’s start a conversation and see how we can be of service to you to help protect and grow your wealth.
We are Westborough, MA based retirement planning and wealth management professionals specializing in helping those over age 50 prepare for and enjoy their retirement years. We help clients all over the Greater Boston area with the following:
RETIREMENT PLANNING SERVICES
Have confidence in knowing your investments stay with established institutions.
Catch Gerry talking about how to have a confident retirement and make your money last on his weekly radio show.
Listen to Gerry Dougherty on his weekly radio show,
Making Money Last, America's Retirement Resource!
running Monday-Friday at 11:00 a.m. on WCRN News & Talk AM 830.
Request a FREE chapter of "Uncomplicated Money"
Request a free chapter of Gerry’s book, Uncomplicated Money, a series of short stories explaining important financial concepts every retiree needs to know.
Book Chapter Home Page
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Get Access To Boston Independence Group's Retirement Cheat Sheet Library
- 2023 Social Security Cheat Sheet
- 2023 401(k) Rollover Cheat Sheet
- 2023 Roth Conversions Cheat Sheet
- 2023 Capital Gains Cheat Sheet
- 2023 Taxes In Retirement Cheat Sheet
Retirement Cheat Sheets
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The Financial Education Partnership, A 501(c)(3) Nonprofit Organization
Gerry Dougherty is an educator with the Financial Education Partnership (FEP), one of the largest and fastest growing financial education 501(c)(3) nonprofits in the country. He contributes his time and expertise to conduct financial webinars and workshops to companies, churches, municipalities, and nonprofit organizations at no cost.
An Annuity Can Help Restore Your Confidence in Retirement
Read Gerry Dougherty's article on Kiplinger about how a steady stream of income can give retirees worried about stock market downturns a reassuring sense of stability.
The Financial Education Partnership, A 501(c)(3) Nonprofit Organization
Gerry Dougherty works with the Financial Education Partnership (FEP), one of the largest and fastest growing financial education 501(c)(3) nonprofits in the country. He contributes his time and expertise to conduct financial webinars and workshops to companies, churches, municipalities, and nonprofit organizations at no cost.
An Annuity Can Help Restore Your Confidence in Retirement
Read Gerry Dougherty's article on Kiplinger about how a steady stream of income can give retirees worried about stock market downturns a reassuring sense of stability.
Contact Us
Have a question? We are here to help. Send us a message and we’ll be in touch.
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Boston Independence Group
182 Turnpike Road, Suite 227, Westborough, MA 01581
Advisory Services offered through Change Path, LLC an Investment Adviser. Boston Independence Group and Change Path, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. ARE-10581 | XXXXX – 2021/X/X
Let’s talk!
Boston Independence Group
45 Lyman Street, Suite 17, Westborough, MA 01581
Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Let’s talk!
You can also find us here:
Boston Independence Group
45 Lyman Street, Suite 17, Westborough, MA 01581
Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. ARE-10581 21506 - 2021/11/2