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

William Faucher

William Faucher

Financial Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

B.S. in Economics from the U.S. Naval Academy, 1984, Master of Science in Business Administration From Boston University, 1988

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Our Staff

Michaele Faucher

Michaele Faucher

Office Manager