Book Your Retirement Strategy Call with Greg Lavelle, MBA Now!

This strategy call is your opportunity to get clarity on how prepared your retirement plan is for potential risks and explore strategies that may help strengthen your plan based on your goals, timeline, and financial picture.

Let's Review Your Results Together!

You’ve started your Retirement Risk Report. Now it’s time to make sure you understand your results.

With 25+ years of helping clients with retirement income planning strategies, Greg is committed to always putting clients’ needs first to help ensure they have a stable, reliable retirement. His comprehensive, process-driven system for wealth accumulation and taxes helps uncover the right strategies for each client. He will go over:

Review Your Custom Results
Explain Your Options Clearly
Identify Potential Areas for Improvement
Answer All Your Questions
Help Gain Confidence In Your Retirement Plan

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Choosing the wrong annuity could cost you tens of thousands.

You’ve worked hard to build your nest egg.

The last thing you want is to lose control of it—or lock yourself into something that doesn’t fit. That’s why we take a different approach.

We help you evaluate which annuity structures align with your income needs, growth goals, and risk tolerance.

Market Protection
Guaranteed Income
No Hidden Fees
Tax-Deferred Growth Potential

Retirement Advisers.Net®
Greg Lavelle, MBA

(888) 637-3847

[email protected]

Annuities are long term retirement income vehicles and are not suitable for everyone. They involve fees and charges, including possible surrender penalties. Optional riders may involve an additional annual fee. Product and feature availability may vary by state.

Annuity withdrawals are subject to ordinary income taxes, including a potential 10% IRS penalty if taken before age 59-1/2. All guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Retirement Advisers, 195 Park Avenue, Worcester, Massachusetts 01609. Licensed Insurance Professional who is licensed to sell insurance in Massachusetts, Rhode Island, Connecticut and Maine.