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Client Advocate

Client Advocate

Posted by Bill LaChance on Feb 24, 2014 in Featured

We provide informed, unbiased advice. We recommend what is best for you.

Collaborative

Collaborative

Posted by Bill LaChance on Feb 23, 2014 in Featured

We’ll work the plan together putting in place a financial roadmap that addresses your specific goals and circumstances.

Efficient

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Efficient

Posted by Bill LaChance on Feb 22, 2014 in Featured

One working session is usually enough in most cases to develop a solid financial roadmap. It will be a painless process.

Value Added

Value Added

Posted by Bill LaChance on Feb 21, 2014 in Featured

We’ll reduce taxes and fees which eat away at the value of your portfolio, limiting the resources available to fund your retirement and other goals. We are skilled at finding ways to reduce...