O’Brien Retirement Investment Group

O’Brien Retirement Investment Group is dedicated to helping our clients retire in the lifestyle to which they have earned through their working lives. Our Retirement in a Nutshell software helps clients estimate their cash flows in retirement allowing for “What If” changes that are part of this great journey we call Life. We stand by you as you take the big plunge into retirement and all the changes that it encompasses most of which are wonderful. We help coordinate your financial/legal life by working with your other advisors to form a “Team” that help anticipate any issues family or otherwise that may come up. We feel with a little planning, the journey should be smoother and much more enriching.

The Retirement, Life and Investing Radio Show

Learn the stories of clients, Wall Street and of life, with tips on how to approach the great adventure called Retirement!

Schedule An Appointment

Have a question? Just fill out the form below and we will contact you to discuss your specific questions in greater detail.