Trusted Financial Advisory and Wealth Management Services
Whether you’re facing retirement, starting a family, experiencing a wealth creation event, or simply want a second opinion we can help you address your most pressing financial questions. The questions that keep you up at night.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or strategies. We’ll get back to you quickly with a thoughtful answer. Investment and financial planning services are offered by Dan Bedard through his affiliation with Avantax.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The uncertainties we face in retirement can erode our sense of confidence.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Couples may be able to head off many of the problems in a marriage that money can cause.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
With alternative investments, it’s critical to sort through the complexity.
There are three things to consider before dipping into retirement savings to pay for college.
How do the markets usually react to elections? Was the 2016 election any different?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.