Mike Bonacorsi, LLC
Mike Bonacorsi, LLC was founded by Mike Bonacorsi, a CERTIFIED FINANCIAL PLANNER® professional, author, and public speaker. He is a current member of the Financial Planning Association, and is involved with the Special Olympics, and serves as a board member for the Nashua Pastoral Care Center, and as a board member of the National Speakers Association – New England Chapter, and the Souhegan Valley Chamber of Commerce. In 2010, Mike Bonacorsi was voted as the Best of the Souhegan Region Financial Planner based on customer service satisfaction in the annual voting sponsored by the Souhegan Valley Chamber of Commerce, Milford Cabinet, and the Merrimack Chamber of Commerce. In addition, Mike Bonacorsi is president-elect and pro bono director for the Financial Planning Association of Northern New England.
He has a unique style, using humor combined with sound financial advice, which is effective with clients from all walks of life. He lives an active life, with golf, skiing and running as three of his interests, in the greater Nashua area of New Hampshire, near Boston.
Says Mike,“I believe everyone needs to create a retirement vision, assess the situation, and prepare for any bumps in the road before leaving a regular nine-to-five. This preparation will allow you to follow your dreams into the next life stage, and should begin before you start life in retirement.
Expounding on this concept, Mike continues, saying, “Maybe it’s because I’m a boomer myself that I’m paying more attention to the idea of retirement readiness. I remember when my grandfather left the mills in Lawrence, Massachusetts. He retired at sixty-five and lived to sixty-nine. Retirement for him was short and uneventful. Now, my friends and clients are getting ready to retire and are talking about a completely new world awaiting them. Before they get there, however, they need to get ready.”
We’re Here to Help You Get Retirement Ready
Challenges created by longevity, financial concerns, and the responsibility of preparing for this time in life have raised concerns to an entire generation of baby boomers as they approach this point in their life.
In the new version, retirement is now considered a time of continued growth, activity, and accomplishment balancing the three key areas of Wealth, Health & Lifestyle. It requires an in depth, self-examination to understand your wants and needs and then create the strategies that will get you there, based on your own unique situation.
We, at Mike Bonacorsi LLC, work with boomer clients from all walks of life: active couples planning for their life together, as well as individuals who face the unique challenges of being on their own, who don’t have the time, desire, or expertise to go it alone in an increasingly complex world of finance.
The common thread among all of our clients is that they have been successful in their careers and have accumulated wealth but now realize it’s time to get serious. Perhaps you are a few years from leaving your career and wonder how to prepare to enjoy the next phase of life.
We are committed to showing you that your retirement will be different from all other previous generations and how you need to, and can, prepare differently in order to be “Retirement Ready”.
Mike Bonacorsi LLC offers the following professional services:
Comprehensive Financial Planning
Modular Financial Planning
Asset Management through LPL Financial
Life Insurance
To schedule a complimentary review of your Retirement Readiness, we invite you to call us today at 603.769.3112 (9-5 EST)!