Our Company is Actually a Movement…by Women for Women

We’re not really a company. We’re a movement…by women, for women. And we have a mission to improve retirement literacy and outcomes for women everywhere. We’re a breath of fresh air in an industry that’s outdated and out of touch with the unique and specific needs of women approaching retirement. We’re a team of “RetireMentors” assembled to help women like you retire right and retire better. Forget everything you thought about old school financial advice. We’re NOT that. We ARE NOT FINANCIAL ADVISORS. We are RetireMentors…your advocate, your teacher, your coach as you journey to and through retirement. We’re unconventional, effective and unbiased. We’re good listeners. Motivators. Organizers. Sherpas. And we’re ready to help you know more & have more…now and in retirement! We’re ready to help you Get Her Done!

Our technology-powered, human enabled Her Retirement® “Get Her Done” approach helps you create and implement a plan for retirement you not only undertand, but have 100% confidence in. The approach connects you with people, process, information and advice to take your retirement worries off the table for good while answering your most pressing questions: “When can I retire?” and “Will my money last a lifetime?” Are you ready to join us?

While getting your finances right in retirement can feel like a fight (and a little intimidating), the entire Her Retirement team, with our one-of-kind RetireMentors and network of vetted subject matter experts, are here for you. You can go it alone and be strong or rely on a team and be successful. We hope you choose the team! We’re determined to make retirement better. Our only question is…will it be yours?

Note: In some cases companies do pay us a referral fee if you click on or are approved for a solution provided in our Solutions Center. This compensation does not influence our recommendations or advice. We maintain editorial integrity when evaluating solutions.

Learn more about our founder, Lynn Toomey

Learn more about how our Get Her Done approach works

Learn more about our subscription and membership programs

Talk to us to answer any questions or get further guidance

Her Retirement Headquarters

435 Lancaster St., Suite 3C, Leominster, MA 01453

508.798.5115

retire@herretirement.com

www.facebook.com/herretirement

We offer our education and coaching services to anyone with access to our website. We can connect you with retirement planners and other financial professionals who can offer one-on-one advice to anyone in any location via phone or Zoom. Complete our consultation form to get connected

Frequently Asked Questions

Through the amazing power of the Internet we are able to make our online resources, mentorship and community available to women (and their spouses/partners) anywhere in the country. If you’re looking for an advisor (retirement, investment, insurance, legal, tax, etc), and are comfortable starting an online relationship (meetings are conducted via the web or over the phone), we can connect you through our solution provider network.

Even if you already have an advisor you’re working with, we invite you to take advantage of website’s resources and assessment, which will give you a great 2nd opinion and an opportunity to raise the bar on him or her. We also invite you to take any of our e-classes and interact with all of the valuable content on our website.

When it comes to retirement planning, we believe the most important and best investment you’ll ever make is hiring a retirement specialist and educating yourself on the issues. It’s simply too important and too complex to be left to chance, to previous ways of thinking, or put off to another day. We’ll also make sure you stay on track and take all those important action items when you’re suppose to (like claiming your Social Security, converting to a Roth, purchasing a Long Term Care policy, etc.). Like everything in life, a goal without a plan is just a wish and by consistently making informed decisions and committing to and implementing a plan, you’re much more likely to succeed.

You’ll have your own RetireMentor (if you want one) to help guide you through our approach and resources and to keep you on track. They can also answer any questions you have. If you choose to get matched with a retirement planner or other financial professional in our network, he/she will offer you balanced and objective investment and insurance solutions in whatever combination makes sense for you. He/she will run simulations and projections to make smart, research-backed and data-driven decisions about how to make your income last a lifetime and to improve your retirement outcome.

When you contact us, we’ll put you in touch with a RetireMentor who will help you get started (and is available to continue to guide you through your retirement planning journey. After this initial discussion, we’ll decide together if you’d like to become a member of our Know More & Have More Club (and gain access to discounted resources and services) or what free resources you’d like to access on the website.

You can use our resources and connect with our community a la carte or you can partake in the full Her Retirement process, led by a RetireMentor. Together, you and your RetireMentor will outline your tasks and he/she will help you stay on track, while making sure you get connected with the right solution providers to create and implement your retirement plan.

We offer hourly coaching and subscription fees to access our coaching, software and membership program. Our vetted network of outside subject matter experts have individual fees which are 100% transparent and explained to you before you engage with any expert. Note: In some cases companies do pay us a referral fee if you click on or are approved for a solution mentioned on our website or in our other social media or educational programs. This compensation does not influence our recommendations or advice. We maintain editorial integrity when evaluating solutions.