Rich Bean

Rich Bean is a seasoned financial professional with more than 35 years of experience helping New England families retire with confidence. After nine years at a leading national financial firm, he founded his own independent practice — now home to The Retirement Advisors — where he has spent the past 26 years building a client roster that includes professionals from IBM, AT&T, Verizon, Amazon, and Lockheed Martin.
Rich specializes in tax strategy, estate planning, and income management, bringing both technical depth and a deeply personal approach to every client relationship. His mission is simple: turn financial complexity into lasting peace of mind.

PUBLICATIONS

Rich Bean on How Retirees Can Cut Their Tax Bill in Half: A Retirement Income Planning Strategy That Actually Works

Rich Bean on The Social Security Timing Decision That Can Cost Retirees Thousands: What Most Financial Advisors Get Wrong