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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Recent Blog Posts

We make personal finance easy to understand

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...

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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...

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Why You Should Care about the New Fiduciary Rule

Posted by Bill LaChance on Dec 30, 2016

A significant rule change goes into effect in the spring of 2017 that impacts the financial advisory business. After years of deliberation, the Department of Labor is implementing a rule that requires that any financial professional who gives advice related to...

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