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

Your Health Insurance Options if Your Coverage is Impacted by the Coronavirus

Posted by Bill LaChance on May 18, 2020

(This blog is essentially a repeat of one I sent last year, but given that so many have lost employer-based health coverage recently I thought it would be timely for those impacted.) When you lose your employer-based coverage you essentially have two options for...

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CARES Act (Coronavirus Aid, Relief, and Economic Security Act)

Posted by Jim Moore on Mar 31, 2020

Provided below is a summary of the CARES Act that was recently signed into lawAct is intended to provide relief to individuals and businesses impacted by the COVID-19 virusEffective date is March 27, 2020 Recovery Rebates Payments will be made to people who qualify...

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The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act and What It Means to You

Posted by Jim Moore on Jan 16, 2020

Over the past 20 to 30 years, more and more companies have eliminated pension plans. This has shifted more responsibility of saving for retirement to employees. As a result, lacking pension income to supplement other retirement income and savings, working people have...

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