About Matt Forbes | Forbes Retirement Advisors | 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 spent five years as CFO of Acoaxet Club, managing budgets, investments, and long-term financial planning. Now I'm applying that same fiduciary mindset and financial expertise to help individuals and couples navigate retirement with personalized guidance tailored to each client's unique situation.

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.

About Forbes Retirement Advisors