Retirement Checklist (continued)
This week, join Michael J. McNamara, Ph.D., CFP® with his guest Marc L. Collier, CFP®, ChFC, for a continuation of an earlier discussion about making a retirement checklist.
Mike McNamara, Ph.D., CFP® is the founder of McNamara Financial Services, a Certified Financial Planner, and the semi-retired, gray haired presence at McNamara Financial.
Marc Collier, CFP®, ChFC is a Certified Financial Planner professional and a Chartered Financial Consultant® (ChFC) and has been in the financial services industry for over 40 years. Before entering the financial service industry, Marc was a corporate financial analyst for General Electric Company. He has taught courses on various financial planning topics and has been featured in articles in the Boston Globe, the Boston Herald, the Wall Street Journal, Morningstar Investor magazine and several other financial services publications. Marc currently holds Series 7 and 63 registrations as an Investment Adviser Representative of Commonwealth Financial Network. You can find Marc online at https://www.axialco.com/
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
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http://mcnamarafinancial.com/