Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Generations Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

The Generations RetireWell Process™

The Generations RetireWell Process™ sets us apart from any other financial planning firm. Our proprietary process is designed to maximize your retirement success.



  • Gain a genuine understanding of you and your goals
  • Take a snapshot of your current financial picture


  • Review planning recommendations
  • Decide whether to move forward


  • Regularly review your financial situation to ensure you're in position to reach your retirement goals

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Nursing Home Protection


Provide for the people and causes you care about the most.


Legacy Planning

Charitable Giving Strategies

Our in-house legal affiliate provides the following services:

Charitable Giving
Estate Planning
Tax Planning

Concerns We Address

1. Risk of possible market decline and investment losses.

Hover for more info

We believe risk is the No. 1 concern to address when nearing or in retirement. In retirement, losses hurt more than gains help. You also won’t have the luxury of being able to wait years for the market to recover just to get back to even.

2. Coordinating, consolidating and managing retirement accounts.

Hover for more info

Our clients have spent years building their savings in accounts such as IRAs, 401(k)s, 403(b)s, pensions and other savings vehicles. When it’s time to retire, it may make sense to consolidate accounts and coordinate investments to meet your income, lifestyle and risk goals. Our mission is to make this area of planning as clear and
straightforward as possible.

3. Creating a plan to retire comfortably.

Hover for more info

We believe it’s important to have a written plan that details your strategy to generate enough income – and the sources of that income – once retired. While no two plans or situations are the same, we believe in designing simple, straightforward and personalized plans that give our clients confidence when answering the question, “How can I/we retire comfortably?”

4. Possibly losing a lifetime of savings to long-term care costs.

Hover for more info

Almost everybody knows a family who has been affected by a loved one needing long-term care. As most people know, these costs are astronomical and can be devastating. This is why LTC costs are the biggest reason seniors lose their lifetime of savings, including their homes.

5. Having proper legal documents to protect a lifetime of savings.

Hover for more info

Simply put, these legal documents are for the purpose of protecting your assets while you’re alive, and directing where your assets will go when you pass.


The team behind Generations Advisory Group consists of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.


David S. Corman


David is focused on helping clients create workable solutions through seamless retirement income strategies and tireless dedication to a top-tier customer experience.

Since 1985, David has served over 5,000 families. In 2011, David founded Generations Advisory Group. His firm is dedicated to all aspects of retirement planning, including Social Security optimization, income planning and investment planning. Generations also has an in-house affiliate law office. This model is truly a one-stop approach to help with the retirement planning needs of our clients.

In his free time, David enjoys cycling, sports, classic rock and spending time with friends and family.


Matthew E. Corman

Investment Advisor Representative

Matthew is committed to helping clients work toward their retirement goals by creating goal-focused retirement strategies.

Matthew assists clients with implementing and monitoring their investment portfolios. He has passed the Series 7 and 66 securities exams.

He is a graduate of Elon University. In his free time, Matthew enjoys golfing and is an avid Boston sports fan.



Director of Client Services



Director of Operations

Contact Us

45 Braintree Hill Office Park, Suite 302
Braintree, MA 02184
Get directions

Phone: 781-535-6133
Email: info@generationsadvisorygroup.com

Call Now Button