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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.

Helpful Content

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Saving for College 101

Here’s a crash course on saving for college.

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