The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Thomas Bouchard

Thomas Bouchard

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Education

BS in Business Administration and Accounting,Waynesburg College, PA 1979

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John David Link

John David Link

Financial Advisor

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Designations

CFP®, MS

Top Areas of Focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies

Education

Case Western Reserve University - 1991 BS - Accounting, California University of Pennsylvania - 1992 MS - Finance

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