An individual approach, a personalized plan, your retirement.
What we do
We help guide people into their retirement, as simple as that.
Well, not so fast... each person's situation is unique. Most of our time is spent getting to know what makes each of our clients tick. We use a personal discovery process in order to get to know your past, present, and your hopes for the future. Once we have a more complete understanding, we guide each client through our retirement planning process. To learn more about our process, book a meeting or click the link below.
OUR TEAM
We have a small but dedicated team of professionals in order to provide high-quality service at a personal level.
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Jennifer Plaisier - Unlicensed Assistant | Devon Ethier, CFP®, MBA - Investment Advisor | Carol Plaisier, CFP®, FMA, AMP - Investment Advisor
Have some questions? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.