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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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

Asset Allocation During Retirement – When it might be better to buck conventional wisdom

Posted by Bill LaChance on Mar 5, 2014

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

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Client Advocate

Posted by Bill LaChance on Feb 24, 2014

We provide informed, unbiased advice. We recommend what is best for you.

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Collaborative

Posted by Bill LaChance on Feb 23, 2014

We’ll work the plan together putting in place a financial roadmap that addresses your specific goals and circumstances.

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