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Financial planning & customized services

Your Personalized Financial Roadmap

> Objective Comprehensive Financial Planning services
> Retirement income planning
> Elder, long term care & disability income planning
> Legacy, estate* and Inheritance planning
> Business owner benefits and succession planning
> Budgeting, saving and debt restructuring

*Estate planning services provided in conjunction with your licensed legal professional.

Wealth management and Investments

Diversifying and Growing your wealth

> Retirement plan rollovers
> Guaranteed* income accounts
> Mutual funds
> Innovative separate account management
> Professional wealth management
> Fixed, variable and equity indexed annuities
> Company sponsored retirement plans
> IRA accounts
> Excess benefit plans for business owners
> Asset allocation and modeling services

*Guarantees are based on the claims paying ability of the issuing insurance company.

Risk management and Insurance

Protecting your Wealth and Providing you Income

> Life insurance - Personal & Business (Key person, one-way buyout, Buy / sell)
> Disability income insurance - Personal & Business
> Long term care insurance
> Insurance needs analysis
> We work with top rated companies
> We compare quotes to save you money

jeffery boutin financial services

 

 

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 item 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 supported by bright 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 professionals, 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!