# Successful Money Strategies INC
Source: https://planprovider.pro/provider/successful-money-strategies-inc

> Retirement planning and investment guidance for employees nearing retirement is the focus at this advisory firm. Founded in 1993, it works with clients who w…

Retirement Plan Advisor

Fall River, MA

## About Successful Money Strategies INC

<p>Retirement planning and investment guidance for employees nearing retirement is the focus at this advisory firm. Founded in 1993, it works with clients who want practical help turning workplace benefits and savings into a plan they can use before and after they stop working.</p>

<p>Successful Money Strategies INC is headquartered in Fall River, Massachusetts, serving the South Coast of Massachusetts and the greater Providence–Southeastern New England area. The firm is known for its work with telecom employees and the benefit choices that often come with those jobs, helping clients weigh pension and distribution options as they move into retirement.</p>

<p>As a <a href="/plan-advisors">plan advisor</a>, the firm also provides 3(21) fiduciary services for employer-sponsored retirement plans. That means it can give fiduciary-level investment advice to plan sponsors while the sponsor keeps final decision-making authority.</p>

<p>What sets the practice apart is its niche focus on telecom employee benefits, which helps clients get more specific guidance than a generalist retirement shop.</p>

<ul>
<li>Founded in 1993</li>
<li>Headquarters: Fall River, MA</li>
<li>Special focus: telecom employee benefits and retirement planning</li>
<li>Plan service: 3(21) fiduciary investment advice</li>
</ul>

Website: [https://www.successfulmoney.com/](https://www.successfulmoney.com/)

Founded: 1993

## Office Locations

- Fall River, MA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

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