Bernie Ross - KBR Retirement & Investment Solutions

Bernie Ross - KBR Retirement & Investment Solutions Bernie Ross has been serving clients with Integrity and Commitment since 1997

KBR Retirement & Investment Solutions is an independent fee-based investment advisory and financial planning practice. We help Pre-Retiree's with their investment and savings strategies to adequately prepare for retirement as well as all their financial planning needs of college savings and life insurance planning. We help Retiree's with their investment management, estate planning and income plan

ning so they have a fundamental strategy on how to spend down their retirements assets without outliving their income needs. Financial & Investment Advisory
~ Investment Management
~ Retirement Planning
~ Income Planning
~ Social Security Benefits Planning
~ Estate Planning
~ Veterans Benefits
~ IRA's - Rollovers
~ Life Insurance

Please join me for this workshop tomorrow 4/11 at Nashua North or 4/16 at Nashua South. Also check our many other locati...
04/08/2024

Please join me for this workshop tomorrow 4/11 at Nashua North or 4/16 at Nashua South. Also check our many other locations on the registration page

Strategies to increase financial aid. FAFSA/CSS profile forms & deadlines, student loans and developing a plan to pay for college.

Join me for this workshop tomorrow 4/9 at Pinkerton Academy
04/08/2024

Join me for this workshop tomorrow 4/9 at Pinkerton Academy

Strategies to increase financial aid. FAFSA/CSS profile forms & deadlines, student loans and developing a plan to pay for college.

The Smart Parent’s Guide to Preparing for College -
07/20/2023

The Smart Parent’s Guide to Preparing for College -

With college being one of the most rapidly-increasing expenses in modern America, it can be daunting to look at the financial planning needed. Even affluent families have plenty of preparation to do before their kids go off to college.

07/07/2023

Three important developments happened recently in the world of federal student loans.

How Much will College Cost?
05/20/2023

How Much will College Cost?

05/20/2023

An early withdrawal from a retirement account can trigger a 10% penalty unless an exception applies.

Address

1B Commons Drive, Unit 13A
Londonderry, NH
03053

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