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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Recent Blog Posts

We make personal finance easy to understand

What Is the Real Cost of a College Education?

Posted by Jim Moore on Jul 1, 2018

One of the significant decisions a young adult makes is what they will do once they graduate from high school. For many, the decision is to attend a four-year college. Likewise, many parents envision their child moving on to get a quality education that leads to a...

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Thinking About a Career Change? Know Someone Who Is?

Posted by Bill LaChance on May 22, 2018

My business is growing, and I am looking for others to join me who want to help people with their financial future. The purpose of this blog is to reach out to my network to see if you or someone you know might be interested in taking a path similar to my own. Many of...

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Did You Know That Your Income Can Impact Your Medicare Premium?

Posted by Jim Moore on Mar 13, 2018

Medicare Part A and Part B are the primary insurance coverage for many retirees. While people pay Medicare taxes during their working years based on their earned income, Medicare Part B insurance is not free during retirement years. In fact, the cost of Medicare Part...

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