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 HD Vest.
Rightsizing for Retirement
What does your home really cost?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
For some, the social impact of investing is just as important as the return, perhaps more important.
These food myths will really put a drain on your wallet.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There are ways to improve your physical fitness without denting your fiscal fitness.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
Have you found yourself suddenly single? Here are 3 steps to take right now.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Are Real Estate Investment Trusts right for your portfolio?
What does your home really cost?