12 years
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19 years advising
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Retirement
Elena Marsh
Certified Financial Planner
Elena helps you turn decades of saving into a steady income, so retirement rests on a plan instead of hope.
- CFP®
- RICP®
- Based in
- Boston, MA
- Languages spoken
- English, Italian
- Ways to meet
- Video, Phone, In person
Meet Elena
Before Verdane, Elena spent ten years on the pension desk of a large Boston firm. Today she works mostly with people in their fifties and sixties who want an honest answer to one question: will the money last?
Her sessions are unhurried and free of jargon, and her plans fit on a single page. Clients often say they leave a call with Elena feeling lighter than when they joined.
Working together
- 01
Lay out every future income source, from Social Security to rental income, on a single timeline.
- 02
Test the plan against a long life, difficult markets and rising prices.
- 03
Agree a calm withdrawal routine and revisit it together twice a year.
Where they help most
- 401(k) and pension rollovers
- Social Security timing
- Tax-smart withdrawals
- Long-term care planning
What clients say
“Elena showed us we could stop working two years sooner than we had planned, and walked us through every step.”
Diane and Robert K.Retired teachers “She made the timing of Social Security so clear that it simply stopped keeping me up at night.”
Patrick L.Engineer, 64 “Patient, careful and warm. Our whole plan is on one page, and we really do use it.”
Mei W.Pharmacist
Still looking
