182 Turnpike Road
Rollover Advisory Services
“I believe too many people fall short on some of their financial goals for one simple reason: They don’t know who to turn to for help,” Gerry Dufault, CFP
It May Be Time for a Financial Checkup
How to Retire Early
We work as a team to provide comprehensive financial, retirement, investment, business owner and estate planning strategies using prudent strategies and state-of-the-art software. We can help implement solutions to address your individual needs as well as help you stay on course.
If this makes sense to you, give us the opportunity to have a confidential discussion about your goals.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.