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.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
A windfall from a loved one can be both rewarding and complicated.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn how to address the challenges that women face when planning for retirement.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
For women, retirement strategy is a long race. It’s helpful to know the route.
When do you need a will? The answer is easy: Right Now.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are a few things to consider when buying or leasing your next vehicle.