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.

Who We Help

Our firm works with people who are:

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Starting to Plan for Retirement

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Near Retirement

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Recently Retired

Concerns We Address

1. Risk of possible market decline and investment losses.

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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.

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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.

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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.

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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.

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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.

GET TO KNOW OUR TEAM

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

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David S. Corman

President

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 along with Matthew Corman, is dedicated to all aspects of retirement planning, including Social Securities optimization, income strategies and investment strategies. 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.

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Matthew E. Corman

Investment Adviser 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 strategies. 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.

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Sharon

Director of Client Services

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Jean

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