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

Common Errors and Omissions on Tax Returns

Posted by Bill LaChance on Apr 30, 2017

Even tax returns that are professionally prepared often have errors and omissions that may cause you to miss out on some valuable deductions. Having just made it through the 2016 tax season I want to share some of the common errors and omissions I see when reviewing...

Learn More

Asset Allocation During Retirement

Posted by Bill LaChance on Mar 29, 2017

One of the most vexing issues facing retirees is deciding on an asset allocation and withdrawal rate that minimizes the risk of eventually running out of money. Conventional wisdom suggests that over time you should steadily decrease the percentage of stocks in your...

Learn More

HSAs – The Underappreciated Tax Free Investment

Posted by Bill LaChance on Jan 27, 2017

Significant changes could be coming to the health care landscape in the United States now that Republicans are in control of Congress and the White House—and one element that seems common to all the proposals being considered is an increased emphasis on HSAs or Health...

Learn More