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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Contact us for a complimentary initial consultation

Recent Blog Posts

We make personal finance easy to understand

Home Is Where the Heart Is…But Could Home Have Lower Taxes?

Home Is Where the Heart Is…But Could Home Have Lower Taxes?

Posted by Bill LaChance on Feb 18, 2022

Tap into our expertise. Once a month we publish a blog on various financial planning topics.  KEY TAKEAWAYS Moving in retirement can result in significant cost savings but the cost to happiness may offset the material gain. Health and your spousal relationship the...

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Bitcoin Goes Wall Street

Bitcoin Goes Wall Street

Posted by Bill LaChance on Jan 13, 2022

Tap into our expertise. Once a month we publish a blog on various financial planning topics. KEY TAKEAWAYS: ProShares Bitcoin Strategy ETF (NYSE: BITO) was recently launched to provide investors a way to trade and gain exposure to Bitcoin without setting up a separate...

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How I Invest My Money

How I Invest My Money

Posted by Bill LaChance on Dec 17, 2021

Tap into our expertise. Once a month we publish a blog on various financial planning topics. DISCLAIMER: This post is NOT investment advice. It is NOT a recommended portfolio for your situation. Your portfolio should be based on your personal risk tolerance, time...

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