John and Robin are 5 to 10 years from retirement.  Their goal is to continue their standard of living during their retirement years. They want to learn how to convert their retirement savings into income, to ensure they do not outlive their savings.  Many of their concerns are focused on market volatility, inflation, potential tax increases, social security, Medicare planning, how to deal with long term care expenses and how to leave a legacy for family and charitable organizations.

If you are within 5 to 10 years of retirement or 5 years post retirement and have similar questions and concerns as John and Robin, you need a partner who can help you navigate your retirement income planning needs and goals.  Vinnie, (RICP®), has been working with Baby Boomers and Retirees for 20 years and his focus is on the distribution phase of your retirement.  Vinnie will help you transition from accumulation to decumulation to show you how to safely convert your savings into income.

In his early 30’s, Vinnie’s career hit a fork in the road, and he decided to pursue his love of finance.  Once he started working in the financial services industry, he knew he could help make a difference in people’s lives.  Since then, Vinnie has been guiding families and baby boomers to make well educated decisions with their money.

“I finally felt I had a purpose in my career.”  “It’s a great feeling to help people gain visual clarity about what matters most to them so they can live the retirement lifestyle they want and deserve. I enjoy educating people about their finances, so they can make better informed financial decisions.  For me, it is all about making a difference in people’s lives.  I want to empower people to live a life of significance and abundance, filled with purpose and passion, to ultimately leave their footprint on this earth to all those they love and care about.”

Vinnie has worked for MetLife, Guardian and Principal Financial throughout his career.  He has spoken on Retirement Income Distribution and Social Security Topics at Northern Essex Community College, Newburyport Community Senior Center,  Alcatel-Lucent, Edgewood Retirement Community, and the Boys and Girls Club, and has conducted Retirement Public Seminars at the Nevins Library in Methuen, MA and St. Patrick’s Church in Pelham, NH.

When he is not working, Vinnie enjoys spending time with his wife and two children. Vinnie enjoys attending his daughter’s volleyball games and his son’s baseball games.  Vinnie competes as an outfielder in the Over Thirty Baseball League out of Lowell, MA. Vinnie likes spending time outdoors, walking, biking, gardening, and reading on the beach.