Retirement & Financial Planning

Planning for retirement is one of the most important financial steps you can take — and NEPBA is proud to partner with Pointes North Wealth Management to help our members prepare with confidence.

No matter your career stage, financial goals, risk tolerance, or timeline to retirement, Pointes North works one-on-one with NEPBA members to develop a personalized strategy designed to grow, protect, and maximize your wealth.

Their comprehensive retirement planning and wealth management services may include:

Investment planning and portfolio management
Insurance and risk-management solutions
Mutual funds and annuities
Long-term retirement income strategies

Through a thoughtful, customized planning process, members receive a clear financial roadmap for the future — with ongoing monitoring and adjustments as life circumstances and goals evolve.

Your NEPBA Retirement Planning Representative

Matthew Rigatti
Senior Vice President, Pointes North Wealth Management

Office: 978-689-6916
Mobile: 617-285-1999
Email: Mrigatti@pointesnorthwm.com

https://www.pointesnorthwm.com/

Whether you’re just beginning to plan or nearing retirement, Matthew is available to answer questions and help you take the next step toward long-term financial security.