Retirement Planning | Investment Management

401K and Thrift Savings Plan

Our advisors can help you create a holistic financial plan that will set you up for success now and in the future. We offer financial services to put you on track for wherever your journey takes you.

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A retirement plan designed for you and your goals

At Hanscom Investment Services, we specialize in retirement planning. Our seasoned advisors work closely with clients to develop customized investment plans, manage risks, and help achieve retirement goals with confidence.

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Wealth Management Designed for Your Life Stages

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

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A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

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Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

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Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of products.

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your financial well-being.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Have a Question?

Reach out to us, and we can prepare a strategy for you.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.