Financial Planning for All of Life's Seasons

No matter where you are in life, we can help you plan for tomorrow.

A Wealth of Knowledge About Financial Planning

As a financial advisor, Robert Kratzer Everett helps clients plan for the financial future they want and the retirement they deserve.

Along with his team, Bob assists individuals, families, and business owners with wealth management and financial planning. For companies and nonprofits, he works to optimize the value of their organization retirement programs.

With more than 30 years in the financial industry, Bob serves individuals and companies as direct clients, and he also works to educate the broader community through his writings. Bob is the author of the book Retirement Savings Made Simple: The 401(k) and he also regularly writes a newsletter and blog.

Welcome to Our Practice!

We are excited to meet with you and learn how we can assist you.

To that end, we have assembled an experienced team of professionals dedicated to service and support, a thorough process that allows us to understand your situation and determine appropriate recommendations and strategies, and a broad spectrum of products and services for your consideration. Our overriding goal is to get you from now to the retirement you envision and deserve.

To learn more about our practice, please review the sections linked here. When you’re ready let’s set up an in-person meeting at our office in Cambridge, MA or schedule a conversation to see how we can help you.

Experience

With more than 30 years in the financial industry, including 20+ as a financial planner, Bob can create a plan for you.

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Process

Building a financial plan or strategy is a process that begins with understanding your current situation and learning your plans and goals.

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Team

Our client team helps create a financial plan or strategy, and maintain it when new situations require change.

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Services

Bob assists individual clients with financial planning and companies with retirement and benefit plans.

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Helpful Resources

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

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Let's Begin the Conversation!

Every journey begins with a single step.

When you are ready to begin your financial future, chart your path to retirement, or perhaps just make a course correction, we are here and ready to help.

If you have questions or just want to talk, please fill out this form, and we’ll be in touch to assist you in any way you need.

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