4 Key Questions to Ask Your
Financial Advisor

We look forward to our visit with you! Fill out our contact form to hear from us within the next business day. (We promise not to share your information with anyone else.)

Our independent advisors will help you identify the right options for your plan, teach you in how to take control of your retirement, and then you can get back to life!

Your first visit with one of our independent advisors will take less than 90 minutes, and will help clarify your retirement goals and planning needs. It is not intended as a solicitation for investments or sales of financial products and done without any cost or obligation. 

We have advisors in convenient locations for you. Complete the form below, and an advisor will reach out within the next business day.

Take your pencils out or download a printable copy! Be sure to ask these four questions of an advisor who is helping plan your retirement.

What if you could get a one-on-one lesson in 90 minutes without spending a dime? A lesson that could begin to put you back in control of your retirement?

We teach you what you need to know
to make informed decisions regarding retirement!

How often have you felt uneasy
about your retirement savings?

Control your own retirement.

No Cost, No Obligation

90 Minutes of Time, Comfort for the Rest of Your Life

A Return Call Within the Next Business Day

The goal isn’t to scale the mountain. It’s to get home safely. 

Saving and investing are only the first half of retirement planning. The second half is distributing your savings and investments over the course of your retired years.

How much of your return on investments will be taxed when you retire and at what rate?

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You can take back control of your retirement. Get one-on-one consultation from one of our advisors.

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Would you like an expert to

Did your advisor tell you? Are you prepared?

Were you one of them? What has changed about your retirement plan since then?

WATCH THIS QUICK VIDEO
FIND OUT 4 KEY QUESTIONS TO ASK AN ADVISOR

Learn how to control your retirement investments to support your current lifestyle through your expected lifespan.

Give us the picture you want for your retirement and together, using our proprietary tools, we will help you make it a reality.

We want you to leave each visit comforted, not stressed. Once we’re both 100% clear on your goals, you choose how we work together to make them happen.

We are teachers.     

By definition, a fiduciary is a person you should be able to trust completely with your needs in a retirement plan. If you’re uneasy, something is missing. We help you take back control.

WATCH A VIDEO ABOUT OUR PROCESSGET HOME SAFELY

Discover how we helped a couple prepare to retire early, and plan for the unexpected.

Government may promise to lower taxes, but data shows that this might not be possible. Talk with one of our independent advisors to learn how to plan for all expenses.

Our advisors are current on the issues facing those planning their retirement today. Let’s look at your goals together and make sure you know everything you need to.

Commonly Asked Questions

BOB & LISA'S STORY

Attend our 2-day retirement planning workshop or schedule a 90-minute visit with us.

No cost or obligation.

* Note, this is a plain talk video portrayed by an actor typical of one of our independent advisors   

Have you asked your financial advisor these four questions? Download a printable copy to take with you to your next meeting.

We are independent fiduciaries. We are loyal to our clients, not to a company line of products.

MORE ABOUT USBE IN CONTROLMIKE & BETSY'S STORY
LET'S TALK

Tuesday, June 4th

2-Day Retirement Planning Workshop

Tuesday, June 11th

|  5:00 PM - 8:00 PM

|  5:00 PM - 8:00 PM

Great Bay Community College

320 Corporate Drive

Portsmouth, NH 03801

REGISTEROR

90-Minute Visit

Offices in:

Portsmouth, NH

Bedford, NH

Boston, MA

Chelmsford, MA

Lynnfield, MA


By Appointment

Our mission is to provide you education for your retirement and future.

MEET YOUR INSTRUCTOR

help you understand

the complexities of retirement planning?

SCHEDULE A 90-MINUTE VISIT

CYOR is affiliated with Retirement Income Advisors, LLC whose mission is to provide adult education as to how to plan for retirement. This education is provided as workshops but carries no other costs or obligations and will help participants to simplify the complexities of the planning process so as to have more control of their own retirement.


In your retirement planning training, you will receive:

  • We provide workbooks, whitepapers and tools to help you solve the puzzle.
  • We provide case studies that show you how to develop your own plan. 
  • All are presented by an experienced, licensed financial fiduciary.
  • Enables you to make informed decisions regarding your retirement!
WATCH THE ESSENCE OF RETIREMENT PLANNING

We are not sales people,

Thousands of Americans lost 40% or more of their retirement savings in 2008.

Most retirement planning is simple math.

Can I retire early?

Is my retirement plan sound?

What haven't I accounted for?