Forbes Retirement
Navigate Your Retirement with Confidence
We'll guide you through the next 30 years of your life — building steady income, protecting your assets, and ensuring your money lasts as long as you do.
Forbes Retirement
We'll guide you through the next 30 years of your life — building steady income, protecting your assets, and ensuring your money lasts as long as you do.
What We Do
We take a holistic approach to your retirement — covering income, savings strategies, healthcare, and legacy planning so every piece of your future is protected.
We design reliable income streams — from Social Security optimization to annuities and portfolio distributions — so you can enjoy retirement without financial worry.
We help you plan for future healthcare costs and long-term care needs, protecting your assets and ensuring quality care without burdening your family.
We implement strategies to shield your assets from market downturns. Protecting what you've built is just as important as growing it.
Preserve and pass on your wealth with intention. We coordinate with your estate attorney to align your financial plan with your legacy goals.
We help coordinate your insurance and annuity strategy with your overall tax picture, working alongside your CPA. Our role is product structure and timing — not tax preparation or investment advice.
About Forbes Retirement
I help individuals and couples approaching or in retirement create clear, confident financial plans for this next chapter of life.
My journey into retirement planning began when I helped my own family navigate the transition to retirement. Seeing firsthand how complex and overwhelming the decisions can be—from Social Security timing to healthcare planning to making savings last—I realized this is where I could make the most meaningful impact.
I spent five years as CFO of Acoaxet Club, where I managed budgets, oversaw investments, and ensured the organization's long-term financial stability. That experience taught me the importance of fiduciary responsibility and strategic financial planning—skills I now dedicate to helping individuals and couples plan for retirement.
Losses hurt you more than gains help you—and that philosophy drives my approach to retirement planning.
I focus on providing personalized, client-centered guidance that helps you maximize your retirement income, minimize taxes, and create a distribution strategy designed for your unique goals and circumstances.
Upcoming Events
Reserve your seat — no cost, no pressure, just an evening of practical retirement education.
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🪑 Limited Seating — events fill 7–10 days before. Reserve early.
Contact Us
Whether you're 5 years from retirement or already there, it's never too early or too late to get a clear picture of your financial future.
Real feedback from local pre-retirees who came to a Forbes Retirement workshop, class, or consultation. Shared with permission.
Important Disclosures. Forbes Retirement Advisors, LLC is a Massachusetts insurance and annuities firm. Matthew Forbes is a licensed insurance producer in the Commonwealth of Massachusetts (Producer License #22079142). The content of this workshop and website is for educational and informational purposes only and is not intended as individualized tax, legal, or investment advice. Insurance and annuity product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Insurance products may be discussed at our workshops; no products are sold at the workshop itself. Attendees may be invited to schedule a complimentary private consultation to discuss their individual situation.
Forbes Retirement Advisors, LLC is not affiliated with the Social Security Administration, the Internal Revenue Service, the Centers for Medicare & Medicaid Services, or any other government agency. Nothing presented should be construed as an endorsement or approval by any governmental agency.
422 N Main Street, Suite 203 · Fall River, MA 02720 · (508) 258-9027
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