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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Regardless of how you approach retirement, there are some things about it that might surprise you.
Read this overview to learn how financial advisors are compensated.
A look inside the U.S. government's statistics on household net worth.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a few things to consider when buying or leasing your next vehicle.
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.