Who We Are

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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Services

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

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FAQ

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

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Contact us for a complimentary initial consultation

Recent Blog Posts

We make personal finance easy to understand

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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Evaluating Your Pension Benefit: Monthly Annuity or Lump Sum Payout?

Posted by Jim Moore on Jun 6, 2019

Retirement has changed considerably over the last thirty years. People are living longer, and retirees face greater challenges funding their retirement spending. Years ago, many people were able to rely on a pension along with Social Security income to fund most of...

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