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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
It sounds simple, but paying yourself first can really pay off.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The federal government requires deceased individuals to file a final income tax return.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?