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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Understanding the economy's cycles can help put current business conditions in better perspective.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
These food myths will really put a drain on your wallet.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.