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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What’s the deal with your yearly free credit report?
Building wealth requires protection from the forces of wealth destruction.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
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
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The market is as unpredictable as the weather. We’d love to help you prepare.
Making the most of surprises is a great reason to work with us.
For women, retirement strategy is a long race. It’s helpful to know the route.
That big list of dreams and goals isn't the only way to look at your bucket list.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.