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

Looking for Health Insurance due to Early Retirement or a Job Transition? Consider Switching to an Exchange Plan during Open Enrollment

Looking for Health Insurance due to Early Retirement or a Job Transition? Consider Switching to an Exchange Plan during Open Enrollment

Posted by Bill LaChance on Nov 19, 2021

Tap into our expertise. Once a month we publish a blog on various financial planning topics. KEY TAKEAWAYS: Healthcare from the ACA exchange can be an affordable option for Early Retirees or people going through a job transition, especially compared to COBRA or...

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Two Things You MUST Do for Your Finances Before Year-End

Two Things You MUST Do for Your Finances Before Year-End

Posted by Bill LaChance on Oct 14, 2021

Tap into our expertise. Once a month we publish a blog on various financial planning topics. Subscribe to our monthly blog: KEY TAKEAWAYS: Taking two important actions can potentially save you thousands of dollars: review your open enrollment options/elections and a...

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Is now a good time to buy an Electric Vehicle?

Is now a good time to buy an Electric Vehicle?

Posted by Bill LaChance on Sep 16, 2021

Tap into our expertise. Once a month we publish a blog on various financial planning topics. Subscribe to our monthly blog: KEY TAKEAWAYS: The availability of new cars due to supply issues is at a record low while demand is high due to increased discretionary funds,...

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