Retiree Financial & Insurance Services

At Retiree Financial and Insurance Services, we understand that retirement is a significant milestone that deserves careful planning. Our team is dedicated to helping individuals and couples navigate the complexities of retirement planning, ensuring they have the financial security they need to enjoy their golden years. With over three decades of experience, we have helped countless clients achieve their retirement goals, and we are committed to providing personalized attention and expert guidance every step of the way.

Our services are designed to address every aspect of retirement planning, from investment strategies to insurance solutions, tax planning, and more. We take a holistic approach, considering all aspects of your financial situation to develop a customized plan tailored to your unique needs and goals. Whether you're looking to maximize your savings, ensure a steady income, or protect your assets, we have the expertise to help.

At the heart of our approach is a deep understanding of the importance of financial clarity and confidence. We believe that everyone deserves to enjoy their retirement without financial worries, and we strive to empower our clients with the knowledge and tools they need to make informed decisions. From our initial consultation to ongoing support, we are committed to being your trusted resource throughout the retirement planning process.

Our Holistic Approach

Our comprehensive services include investment strategies, insurance solutions, tax planning, and more. We work closely with our clients to understand their goals and develop a personalized plan that addresses all aspects of their financial situation. This approach ensures that every client receives a tailored solution that meets their unique needs and goals.

Meet Our Team

Our team is comprised of experienced professionals who are dedicated to providing exceptional service and expertise. Christopher T Cloutier, MSFS, is our President and a Financial Advisor who has spent years helping clients achieve their retirement goals. Toni LiTrenta is also an agent licensed to sell insurance through New York Life Insurance Company. Together, we have the knowledge and experience necessary to guide you through the retirement planning process with confidence.