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.

Learn More

Services

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

Learn More

FAQ

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

Learn More

Contact us for a complimentary initial consultation

Recent Blog Posts

We make personal finance easy to understand

Tax Planning Strategies for People in Their Sixties

Posted by Bill LaChance on Apr 21, 2019

There are some unique tax planning considerations for people in the phase between retirement from full-time work and age 70. In this blogpost I discuss some of those strategies. In working with my financial planning clients I have discovered over time that many end up...

Learn More

How Well Are You and Your Portfolio Weathering the Recent Stock Market Volatility?

Posted by Jim Moore on Jan 20, 2019

During 2018 and into the early part of 2019, volatility has returned to the stock market. Daily swings of 300 to 400 points have not been unusual and are unsettling investors. Is this volatility normal? How are you and your investment portfolio weathering this...

Learn More

Why I Believe in Investing in Treasury Bonds and Not Corporate Bonds

Posted by Bill LaChance on Nov 8, 2018

In this blog I explain why I typically recommend Treasury Bonds and not Corporate Bonds when developing an asset allocation recommendation for my clients. For those who are not familiar with bonds and how they work, bonds reflect money that a company or governmental...

Learn More