PLAN. PROTECT. ENJOY.

Bentley Financial is an independent retirement planning firm located in Marblehead, Massachusetts. Our practice is directed by three core principles: integrity, objectivity and reliability. We help individuals simplify their personal finances and reach their goals with confidence.

 

Retirement planning is stressful and it can become overwhelming. But, with careful strategies and consistent reviews, I can help you protect your retirement dollars while they are actively productive for you in your golden years. Many of my customers are concerned with outliving their resources. It’s a legitimate and common concern. However, my approach is simple. I want to put your on a financial path that will protect your money while giving you the income for life that you desire. 

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