Who We Are

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

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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Year End Tax Strategies for Those Who Had a Job Transition

Posted by Bill LaChance on Nov 29, 2016

Those who experience a job transition (voluntary or involuntary) often have income levels that vary significantly during the transition period. Income fluctuations can be caused by severance payments, accrued vacation payouts, deferred compensation payouts, signing...

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Paying for Your Health Insurance through COBRA? Consider Switching to an Exchange Plan Before December 15

Posted by Bill LaChance on Oct 31, 2016

In my financial planning practice, I spend a fair amount of time with people in a job transition. In the past I have spoken with several who pay for their health insurance through COBRA and don’t realize that they could potentially save hundreds of dollars a month in...

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