Chad Rishel

I help soon-to-be retirees—especially IRA and 401(k) millionaires—create a reliable income plan for life while reducing their lifetime tax bill.

My clients are typically couples approaching retirement who’ve saved between $1M–$10M and want to make confident decisions about how to turn their nest egg into sustainable income. They often come to me with important questions: • How can we turn our retirement savings into predictable income? • Are we overpaying in taxes - and what can we do about it? • What’s the best way to claim Social Security? • How can we help our kids or give to causes we care about - without compromising our retirement? That’s where I come in. I specialize in helping clients simplify complex financial decisions around retirement income, taxes, healthcare, Social Security, charitable giving, and legacy planning. My process starts with a short Right Fit Call to see if I’m the best person to help you. If we decide to move forward, I’ll gather some basic financial information and then present a One-Page Financial Plan customized to your goals, lifestyle, and values. I live in Medfield, MA with my wife and our two young children. As a family, we love to travel and believe in turning our money into meaningful memories—something I also help my clients do with theirs. If you’re serious about making the most of your retirement savings—for yourself, your family, and the causes you care about—let’s talk.