Plan Now. Retire Well.

Generations Advisory Group is a Full-Service retirement planning firm. Working with Generations Advisory Group will set you on a path to a worry-free retirement.

Who Are Generations' Clients?

Individuals and Couples seriously planning for retirement.

Those interested in determining the proper Social Security Claiming strategy.

Those looking for guidance in properly structuring their retirement savings and investments to accomplish their goals.

Generations Provides Guidance In These Areas

Social Security Optimization and Income Planning

Generations will help you gain a genuine understanding of your Social Security options. As a result, you will be able to integrate those benefits into a reliable & guaranteed lifetime of income. For many people, Social Security will simply not be enough. Therefore, we will develop and implement your tailored retirement income plan that takes into consideration all available sources of income.

Social Security Planning Strategies
Investment Strategies

Investments Strategies

Generations will help navigate you through the wide array of investment options. We understand that without proper guidance, constructing the appropriate portfolio can be daunting and confusing. We will always be mindful of the many factors that go into the decision-making process such as tax implications, asset diversification, and market volatility.

We monitor and regularly review our clients’ portfolios and will work with you to make adjustments if necessary.

Long-Term Care Planning

At $15-18,000+ per month, long-term care expenses can be one of the biggest hidden threats to your retirement plan. A pre-emptive plan can
help reduce this exposure.

Long-Term Care

Estate Planning/Legal Documents*

Through our affiliate law office, you can implement and review all necessary legal documents such as wills, trusts, powers of attorney, and healthcare 
proxies. Properly constructed, your legal documents will minimize taxes, 
expenses, and delays.

What Makes Generations Advisory Group Different?

Full-Service Retirement Planning under one roof

We have a wide variety of tools & services tailored just for you. Because we focus squarely on the wants and needs of those seriously planning for and/or currently in retirement, we simplify what can be a confusing process.

A Referral-Based Firm

A majority of our clients come to us as referrals from existing satisfied clients. Unlike traditional financial advisors who spend too much time looking for new clients, our time is much better spent providing exemplary customer service.

Ongoing service and support

We are not, and never will be, a “transaction-based” firm. Instead, our commitment to you is to always provide ongoing service, support, and guidance.

What should I expect when I meet with Generations?

When you come in
for your first meeting:

  • We’ll have a conversation to find out your goals 
    and needs in retirement.
  • We’ll gain an understanding of your current financial picture including Social Security, Retirement savings & investments, and other relevant information.
  • We’ll start to formulate a plan tailored to you that addresses your retirement goals.

Your plan will show
in great detail:

  • Proper balance of assets positioned for growth, guarantees, and liquidity.
  • Reliable income sources including the proper 
    Social Security claiming strategy.
  • Your plan will always take into account flexibility
    and minimizing taxes.

Our Team

David S. Corman, President

David Corman has been in the financial industry since 1985. For the last 30 years, his area of expertise has been in the area of retirement planning, and has serviced over 5,000 families. In 2011 he founded Generations Advisory Group. His firm is dedicated to all aspects of retirement planning, including Social Security maximization, income planning and investments. Generations also has an in-house affiliate law office. This model is truly a “one stop” approach to the retirement planning needs of our clients.

Matthew Corman, Investment Advisor Representative

A graduate of Elon University, Matthew Corman is an Investment Advisor Representative.
He holds the Series 7 and Series 66 licenses. Matthew is an avid golfer and Boston sports fan.

300 Granite Street, Suite 402 Braintree, MA 02184

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