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400 Tradecenter Drive Suite 4920 Woburn, MA 01801

781-932-1100
michael.perkins@ceterainvestors.com
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Confidently Guiding You to and through Retirement

Many focus on how to get to the top of the mountain, but few focus on how to safely descend. With a focus on accumulation and distribution our team will help you not only accumulate assets, but use them to help you live the life you want.

You deserve a strategy that adapts to your needs.

How do you manage the various risks of retirement? 

Market Risk, Sequence of Return Risk, Interest Rate Risk, Investment Behavior Risk, Inflation Risk, Longevity Risk, Withdrawal Rate Risk, etc

We utilize a combination of solutions & income strategies to confidently guide you:

  • Live off the Interest
  • 4% Rule
  • Bucket Strategy
  • Mandatory vs Discretionary Expenses

Meet Our Team

Michael R. Perkins, CFP®, RICP®

Michael R. Perkins, CFP®, RICP®

Wealth Manager

781-561-0592

339-499-5367

Giordanio Nevil, CRC®, CSSCS

Giordanio Nevil, CRC®, CSSCS

Wealth Manager

781-561-0562

339-499-5367

Melissa Joyce

Melissa Joyce

Licensed Marketing & Communication Coordinator

781-561-0592

339-499-5367

Cassie Foley

Cassie Foley

Sales Assistant

781-625-5295

339-499-5367

Let us guide you

Want to Learn More? 

Attend one of our many webinars on topics ranging from Social Security and Medicare, to Market Updates and Outlooks!

Events

Let's Chat!

Schedule a phone call, virtual or in-person meeting with us to discuss any questions you have!

Schedule

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More
A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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