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

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...

Learn More

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...

Learn More

Why Most People Should Delay Collecting Social Security until Age 70 Even if They Retire Earlier Than That

Posted by Bill LaChance on Jan 29, 2018

The decision on when to begin collecting Social Security is one where I find the greatest divide between what is in the best financial interest for most people and what they are inclined to do. Lately I have seen articles in the press arguing for taking Social...

Learn More