We help our clients develop a financial roadmap. Are you changing jobs? Thinking about a second career? Planning for retirement? We will help you navigate these transitions.

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We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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Our FAQ provides insight into our business and our investing philosophy and other useful information.

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Recent Blog Posts

We make personal finance easy to understand

The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act and What It Means to You

Posted by Jim Moore on Jan 16, 2020

Over the past 20 to 30 years, more and more companies have eliminated pension plans. This has shifted more responsibility of saving for retirement to employees. As a result, lacking pension income to supplement other retirement income and savings, working people have...

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Paying for Your Health Insurance through COBRA? Consider Switching to an Exchange Plan Before December 15

Posted by Bill LaChance on Nov 25, 2019

In our financial planning practice, we spend a fair amount of time with people in a job transition. In the past we have spoken with several people who pay for their health insurance through COBRA and don’t realize that they could potentially save hundreds of dollars a...

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Original Medicare vs. Medicare Advantage

Posted by Bill LaChance on Aug 26, 2019

There are two basic options for those on Medicare: Original Medicare and Medicare Advantage. In this blog I’ll walk through the pros and cons of each. I’ll first discuss the components of Original Medicare and then the alternative, which is called Medicare Advantage....

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