The team at IA Financial advisors in Holden specializes in retirement planning, specifically helping clients meet their retirement goals.  

Their mission is to serve individuals and couples in all areas of retirement planning. They provide customized financial strategies to help clients pursue long-term goals and enjoy a more confident retirement. 

“Many people have accumulated funds for retirement in 401ks and other retirement plans and now need to find out how to draw down these funds. This is where a financial planner can add significant value,” said Graham Merk, who has over 40 years of experience in the field.  

Ten years ago, he relocated to the area to be closer to family, including his four granddaughters, and he likes the area very much. “The whole Worcester area has developed into a vibrant community including academic excellence, technology companies, dining excellence, and many other exciting developments.” 

When seeking a financial advisor, Merk says it is important the client looks for a fiduciary planner who has experience. “Many of our clients have accumulated significant funds for retirement but need to know how to invest those funds to meet their risk tolerance, investment goals and time horizon.” 

Merk tells the story of a recent client who had accumulated funds in his 401k and was uncomfortable with the risk in the portfolio. “We were able to guide him to a more conservative position while still meeting his retirement income goals,” said Merk. “We recommend clients talk to a number of financial advisors and then pick one who aligns with their goals.” 

IA Financial Advisors include Merk and his business associate, financial advisor Madison White. The company’s values include people, integrity, communication, and service. The firm regularly offer financial literacy events and educational courses to help people understand their finances by defining terms, concepts, and strategies in a classroom setting. 

They also have video resources to share on their website, https://iafinancialadvisors.com. The videos cover topics such as:

• 4% Rule

• 401k vs Roth

• A Wagonload of Worries 

• How and When to File Social Security

• Make Your Dream Retirement a Reality 

• Marginal Tax Rates

• Market Volatility

• Protect Your Dreams

• What is a Fixed Index Annuity

• What Retirement Readiness Looks Like

To find out how IA Financial Advisors can help you with your financial needs, call 774-345-4044, visit https://iafinancialadvisors.com, or email [email protected].

IA Financial Advisors offers a full complement of financial services including:

• Annuities

• Employee Benefits

• Estate Planning

• Income Strategies 

• Insurance Reviews 

• Investment Strategies 

• Life Insurance

• Lifestyle Planning

• Long-Term Care

• Money Management

• Retirement Planning

• Social Security Optimization

• Tax Planning 

Source:  iafinancialadvisors.com

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