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WHO WE ARE
Branch Office Administrator Christine Lavoie and I are your Cheshire branch team. We are a team that values honesty, respect and commitment. We believe in always doing the right thing for our family, friends and clients because, in our office, clients are treated like family. Christine attended your schools, my family and I shop in your grocery stores, and together, we participate in your town events.
We know what it's like to purchase a home, raise young children, save for college, retirement and all the expenses along the way. We strive to create a welcoming environment with an open-door policy where all can visit for advice, support and camaraderie. The door is always open, and the coffee is always brewing.
WHAT WE DO
We believe in partnering with you where you are today, where you want to be and the journey in between. I help you prioritize your short- and long-term goals, and together, we will strategize a plan to help achieve them.
Using a purposeful wealth process that encompasses your entire financial health, I give you the confidence to work toward living your best life. We also believe in education, because good people make great decisions regarding their hard-earned money when they have quality resources available to them.
WHY WE DO IT
We believe everyone deserves to be treated fairly and we are passionate in ensuring that you are never taken advantage of. Our greatest hope is to be a part of your milestones – both large and small, your greatest successes and your most difficult challenges.
With a background in disaster preparedness, I am adamant that the best strategies begin with discussing emergency funds and extend through estate planning. Together, we plan for the expected, prepare for the unexpected and position your portfolio for both.
If you appreciate personal and professional guidance towards reaching your financial goals, please reach out or stop by the office today. We welcome the opportunity to know you!