Planning the Retirement You’ve Worked Hard to Build
Clarity, Confidence, and a Strategy That Fits You
Retirement is one of life’s biggest transitions—and one of the most rewarding when planned well. Whether you're 5 years out or already retired, we’ll help you make sense of pensions, Social Security, Medicare, and the tax impact of every decision.
Real Example
“From Complexity to Confidence: How We Helped Rick Retire from GE”
Rick came to us just months before retiring from GE. He had RSUs, a pension, and was unsure how to time everything. We built a retirement timeline, walked through Social Security claiming strategies, and coordinated Medicare enrollment. Rick meets with his independent financial advisor, David Juliano, every 6-months to review his portfolio and to update Rick’s financial plan to make sure he stays on track.
Common Questions We Help Answer
What should i do with my 401(k) or pension?
How do I avoid paying too much in taxes?
How do I remain wealthy in retirement?
Confidence, comfort, and clarity in retirement
“Stonehearth has managed our GE retirement account for the last 25 years. Allowed us the freedom and comfort to enjoy our Senior Years! Thank you for always doing the right thing. David Juliano is the best!!!”
Disclosure: This Google review is from an existing client of Stonehearth Capital Management. No existing client was compensated, either with cash or non-cash benefits, in exchange for their statement. Reviews reflect individual experiences and may not be representative of all clients. No material conflicts of interest are known to exist in connection with these testimonials. Read more reviews.