We take the stress out of retirement planning

Let us help you achieve the retirement that you deserve. 

We help our clients develop a worry-free retirement plan. Through growth, protection, and a long term focus, we help to ensure that you reach your goals and live the retirement you imagined. 

OUR TEAM

We have a small but dedicated team of professionals in order to provide high-quality service at a personal level. 

Devon Ethier, CFP®, MBA - Investment Advisor

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Jennifer Plaisier - Unlicensed Assistant              Carol Plaisier, CFP®, FMA, AMP - Investment Advisor

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