Financial, Retirement & estate Planning • Investments • Insurance
With us, it starts with a casual conversation with 
an experienced, compassionate professional, Jeff Boutin. Jeff has been a trusted advisor to families, businesses and estates for 20 years.
Perhaps knowing if you are on track for your ideal retirement is important to you. Maybe you desire a clear understanding and vision of your finances. It may be that you need help with just one issue such as rolling-over an old retirement plan, investing an inheritance, acquiring adequate life insurance or college education planning. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years. Whatever your financial needs are - we have the experience, resources, and passion that you deserve.
All of us have our own unique needs, concerns, and goals. Our passion is helping our clients gain clarity, make informed decisions and have a trusted advocate to guide them along the way. If you are looking for trusted, objective, advice - you've found it.
We offer an easy to understand and an affordable planning fee. Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis also. We also offer prudent investment, wealth management, and insurance services as robust as the big companies, but with a hometown atmosphere.
You should know that our organization runs deep. We're backed by the brightest minds and top financial resources in the business, all coming together to help meet your most challenging requirements and to provide you with the level of support needed to navigate your financial future.
Additionally, we find that the best results often come from working together with you, and your other trusted advisors, whether that be your attorney, accountant or banker, or all of the above. Together, we can pool our collective industry expertise to help you construct the most comprehensive plan that is unique to you and your circumstances.
We're so glad that you stopped by and we hope that you reach out to us. We invite you to experience why people like you put their trust in us. When we meet for the first time, please leave your checkbook at home. Our initial time together is so important and we'd rather focus our time on you and your concerns. To gain a better understanding of how we help, we encourage you to review our services here. Thank you for visiting!
"Our mission is to guide you on the pathway to financial peace with competence, integrity, and passion."
Getting to know us costs you nothing, however doing nothing does.
Don't let another day go bye - Contact us today!
