Protect Assets and Provide Income
Optimize Retirement
Savings
Secure Tax-Free Retirement Income
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of Education
Boston Retirement Planning
Reliant Advisory Group
Life insurance can be one of the most effective strategies for helping individuals and families not only protect their assets and provide for their loved ones, but also to tax-efficiently fund key aspects of their financial lives.
Reliant Advisory Group is an independent financial services firm, specializing in helping individuals and families in Boston/the greater Boston area, utilize life insurance to provide a death benefit for loved ones, shield assets from probate and unnecessary taxation, optimize retirement savings, and secure tax-free retirement income in support of a holistic financial plan.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
Ross Santos
Co-Founder
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RR
Retirement Resources
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Educational Events
Events in May 2025
- There are no events scheduled during these dates.
Client Events
Events in May 2025
- There are no events scheduled during these dates.
Our Blog
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
