Advisor at Fourth Quarter Retirement Strategies, LLC
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Firm
Fourth Quarter Retirement Strategies, LLC
Location
Hopkinton, MA
Credentials
Series 63, Series 65
Industry experience
30 years
Jeffrey Bograd is the principal of Fourth Quarter Retirement Strategies, LLC in Hopkinton, MA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at John Hancock from 2015 to 2020. Fourth Quarter Retirement Strategies provides project-based and ongoing financial planning for individual and high-net-worth clients, focusing on retirement and decumulation planning, tax and estate planning, and business planning. The firm offers fee-only, non-discretionary advice based on Modern Portfolio Theory and a primarily passive investment approach, and it regularly conducts educational seminars and speaking engagements.
Based on Fourth Quarter Retirement Strategies, LLC
Based on Fourth Quarter Retirement Strategies, LLC
Fixed fee for project-based financial planning ($500 to $10,000 depending on complexity); fixed upfront fee of $1600 plus monthly $200 ongoing fee for ongoing comprehensive financial planning.
Fee-only: Project-based financial planning fees ranging from $500 to $10,000 fixed fee; Ongoing comprehensive financial planning fees consist of a $1600 upfront fee plus $200 per month ongoing fee.
Hopkinton, MA
Massachusetts · Texas
Fourth Quarter Retirement Strategies, LLC
2020 - Present (6 years)
John Hancock
2017 - 2020 (3 years)
John Hancock
2015 - 2017 (2 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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