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 LPL Financial.
Helpful Content
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.