A complete list of active advisors currently associated with Fourth Quarter Retirement Strategies, LLC

Warmer can help you find a great advisor at Fourth Quarter Retirement Strategies, LLC or one who fits your needs even better.

Fourth Quarter Retirement Strategies works with individual and high‑net‑worth clients to provide project‑based and ongoing comprehensive financial planning. Services described in its brochure include retirement and decumulation planning, tax and estate planning, insurance review, business planning, employee benefits optimization, and educational seminars and speaking engagements. The firm does not manage or custody client assets and instead provides fee‑only, non‑discretionary advice and implementation recommendations; it relies on Modern Portfolio Theory and a primarily passive investment approach when making portfolio suggestions. Ongoing planning clients receive monitoring and annual reviews, with implementation left to the client’s chosen custodians. Noteworthy among peers, the firm regularly offers educational seminars and speaking engagements and expressly avoids percentage‑of‑AUM pricing or commission compensation. The firm’s principal has a background in ERISA and retirement‑plan consulting and emphasizes decumulation strategies (Social Security and pension claiming, Roth conversions, bucketing), which may be particularly relevant for clients focused on retirement income.

To learn more about the advisors currently working at Fourth Quarter Retirement Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Bograd	Hopkinton, MA	30

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