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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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

The Value of Integrating Tax and Financial Planning Services

Posted by Bill LaChance on Jan 12, 2016

When I first set up my financial planning practice two years ago, I decided to obtain the Enrolled Agent designation from the IRS so that I could offer tax preparation services as a value add for my financial planning clients. What I have come to realize over these...

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Year End Tax Strategies for Those Who Had a Job Transition

Posted by Bill LaChance on Nov 24, 2015

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

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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, 2015

In my financial planning practice I spend a fair amount of time with people in a job transition. Recently I have spoken with a few people who pay for their health insurance through COBRA, not realizing that they could potentially save hundreds of dollars a month in...

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