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

Why Most People Should Delay Collecting Social Security Until Age 70

Posted by Bill LaChance on Mar 17, 2015

In the financial advisory world, too much emphasis is often placed on the investment side of the conversation and not enough on issues like when to start collecting Social Security, which can have a significant impact on the potential success of a client’s retirement....

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Paying for Your Health Insurance through COBRA? Visit healthcare.gov before February 15

Posted by Bill LaChance on Feb 6, 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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Why I Believe in Investing in Treasury Bonds and Not Corporate Bonds

Posted by Bill LaChance on Jan 18, 2015

I am going to start out by explaining exactly what a bond is for those who are not familiar with bonds and how they work. Bonds reflect money that a company or governmental entity borrows to finance some activity. The lender (investor) provides a lump sum of cash to...

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