About Matt Forbes | Forbes Retirement | New England Financial Advisor

Meet Matthew Forbes

A Trusted Guide for Your Retirement Journey

I specialize in helping individuals and couples approaching or in retirement navigate this critical financial transition with confidence.

My path to retirement planning started with a personal experience: helping my own family prepare for retirement. That experience revealed both the complexity of retirement decisions and the profound impact that clear, thoughtful guidance can have.

I also serve as CFO of a country club. The rest of my time goes here — to Forbes Retirement, helping individuals and couples plan a retirement they're confident in.

My mission is simple: help you maximize your retirement income, minimize your tax burden, and create a sustainable plan that lets you enjoy the retirement you've earned.

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Our Philosophy

What We Believe

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Losses Hurt More Than Gains Help

Our core belief drives every strategy we build. Protecting what you've earned is just as important — if not more — than growing it.

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Education is Empowerment

We believe an informed client makes the best decisions. That's why education is at the heart of everything we do — from our free classes to every client meeting.

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Your Goals Come First

Every recommendation we make is centered around your unique situation, timeline, and retirement vision — not a one-size-fits-all approach.

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Community Rooted

We are proud to serve New England families — our neighbors, our community. Local roots mean local accountability and genuine long-term relationships.

Who We Serve

We Work With All Stages of Life

Whether you're 10 years out from retirement or already living it, we have the strategies and experience to help.

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Pre-Retirees (50–65)

Building the right plan before you retire is the most important step. We help you maximize savings, minimize taxes, and prepare for a smooth transition.

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Already Retired (65+)

Retirement planning doesn't stop when you retire. We help ensure your income lasts, your healthcare is covered, and your legacy is protected.

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Business Owners

Selling or transitioning a business is one of the most complex financial events in life. We help you plan for what comes next.

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Federal & State Employees

Government pensions come with unique opportunities and complexities. We specialize in helping public employees maximize their benefits.

What attendees say

People who sat where you'll sit.

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 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.

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

About Forbes Retirement