RETIREMENT PLANNING

We work with you to create a sustainable financial strategy that will keep up with all the plans you have to live a great retirement life.

​Social Security Timing & Optimization to get the most out of your social security benefits

 

​IRA/401(k) Rollovers, Contribution Planning

 

​Pension Choices

 

​Retirement Income Distribution Planning

Are You on Track for Retirement?

BLUE HILLS 
WEALTH MANAGEMENT

Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.

617-471-6800

300 Crown Colony Drive 

Quincy, MA 02169

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This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 

 

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services and College Planning services offered by Blue Hills Wealth Management and College Funding Solutions are separate and unrelated to Commonwealth.

 

 

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