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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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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

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...

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The “Tax Cut and Jobs Act”: Tax Reform and What It Means to You

Posted by Jim Moore on Dec 20, 2017

As the year winds down, Congress has been feverishly working to pass its final tax bill, the “Tax Cut and Jobs Act.” With the passage of the bill in both the House and Senate this week, the signing of the bill by the President will enact into law the most significant...

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Health Insurance Landscape for 2018 for Those Not Covered by an Employer Plan

Posted by Bill LaChance on Nov 28, 2017

Anyone who follows the news is aware that the last several months have been tumultuous for the individual health care market primarily served by carriers offering plans under the ACA (Obamacare). But the law survived, and we are now in the open enrollment period for...

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