01. About Us

We are an independent retirement planning and investment management firm serving individuals, families and businesses. We are here to support, educate and offer insights into the planning and management process.

02. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

03. Who We Serve

Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.

Our Services

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations...

Investment Planning

The key to a successful retirement plan is the development of a well-designed and managed investment plan...

We manage assets for individuals and families, providing investment management, and financial planning services.

Latest Blogs

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Gerald Robillard |
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.

Longevity in Retirement & What You Should Know

Gerald Robillard |
Categories
Investments
Retirement
Finance
Savings
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us 1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected...

Top 4 Social Media Money Scams & How to Spot Them

Gerald Robillard |
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...