Retirement CFO

Retirement CFO

Founder and Managing Partner

781-437-4800
steve@retirementcfo.com

In an age when financial companies substitute technology for personal contact, Steve Cunha and RetirementCFO, LLC focuses exclusively on the client. While financial products come and go, trusted relationships and custom solutions will stay the course. That’s why we create comprehensive and flexible financial strategies that meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve tailored solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies. 

Serving as your strategic partner, we strive to provide a truly personal financial planning experience. While coordinating with your other financial professionals, we endeavor to reverse the trend of low savings rates in this country, one client at a time.

Mission Statement
for Corporate Retirement Plan Clients:

To work with employers through the design, installation, and monitoring of their retirement programs. Our primary objective is to help you successfully meet your plan governance (or fiduciary) responsibilities while helping improve the financial outcomes of your employees as they prepare for retirement.

Mission Statement
for Individuals Approaching or In Retirement:

We help our clients maintain their dignity and independence by creating a written financial plan that is both date-and-dollar specific, to ensure that they can retire comfortably and stay comfortably retired, without the fear of running out of money.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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