Blueprints for Financial Independence

Planning for your financial future

Create Your Future Today.
Preserve What You Have Already Built.


It is never too late to plan for your future. But many people put it off because it seems such a daunting task. There are too many choices and who can I trust to guide me? When planning is done right, it can be exciting and empowering. With the help of a skilled advisor who is interested in your specific needs and knowledgeable about all of the choices, you direct your own destiny.

Protecting your current assets is also easier than you think. We're not just talking about dollars and cents here. We're talking about safekeeping not only your home and possessions but also the people in your life with whom you wish to share your future and your legacy.

Patricia LaLonde is a professional advisor who specializes in assisting people just like you in designing their preferred lifestyle. Take a look at the products and services our firm provides and call us for a free, no-obligation consultation today!

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Funding a Succession Plan with Insurance

How life and disability insurance can be used to fund two different types of buy-sell agreements.

Highly Appreciated Giving

A charitable remainder trust may enable donors to give appreciated assets to a favorite charity on a tax-free basis.

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

If Inflation Is Low, Why Are Prices High?

Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.

More Newsletters →

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