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Focused on your future.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

 

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Its your dream.

We'll help you get there. 

Start pursuing your long-term financial goals with professional financial guidance.

 

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Creating a Financial Plan for

Financial Confidence

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Its your dream.

We'll help you get there. 

Start managing your long-term financial goals with professional financial guidance.

 

Learn More

 

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Personalized Portfolio Management

As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to fit your life. Meeting your requirements for growth, income or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

Second Opinion

Do you have enough confidence in your current advisor to get a second opinion?

Just as it’s important to receive a second opinion on medical or health-related matters, we believe it is important to get a second opinion on your financial health as well.

Our Second Opinion report diagnoses your personal finances and reveals how your portfolio might respond to a variety of economic situations. It then highlights the areas where you may need improvement to ensure your strategies stay aligned with your goals.

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others.  Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.

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Joseph Malboeuf

I was raised in Fairfield, VT and graduated high school from Bellows Free Academy.  I continued my education at Worcester Polytechnic...

Latest Blog Posts

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by Joseph Malboeuf on September 14th, 2020

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

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How to Protect Your Identity

Submitted by Joseph Malboeuf on September 14th, 2020

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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Why Should I Think About Retirement Planning?

Submitted by Joseph Malboeuf on April 29th, 2020

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

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  •   354 Mountain View Drive Suite 303, Colchester, Vermont 05446
  •   (802) 598-9449
  •   joseph.malboeuf@lpl.com

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