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Retirement Planning

Retirement. Financial independence. The end of work -- and the end of paychecks. Retirement is an enormous transition in anyone’s life. While the lore surrounding it evokes images of “the golden years,” retirement is not always a choice. Sometimes retirement can be thrust upon us unexpectedly, and such an event calls for planning. Whether expected or unexpected, our Trust professionals are ready to help you plan and prepare for your retirement. It all starts with a conversation. So, please call 978-283-7079 or email us and let’s start talking about your future.

We Can Help

We can help you find the answers to these important questions:

  • How much savings do I need?
  • What do I do with my 401(k)?
  • When should I take my Social Security benefits?
  • What is an IRA (Individual Retirement Account)?

Retirement Planning

At Cape Ann Savings Trust & Financial Services, we pride ourselves in helping clients retire with peace of mind.

We help our clients leverage what they have saved for retirement, however much that may be, by turning assets into income which supports them when their working life ends.

Retirement planning incorporates several different disciplines. A retirement plan involves:

  • Investment planning
  • Financial planning
  • Social Security planning
  • Medicare & health insurance planning
  • Estate planning
  • Tax planning

The best time to start planning your retirement is years before it is about to happen. Can one of our Trust Officers help you? We invite you to call us at 978-283-7079, and let’s talk about it.


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