It is my team’s commitment to develop a professional relationship and play a key role in helping you achieve your personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment portfolios, and we welcome it.
Together, our mission is to build trusting, lifelong relationships with those going through life-changing events and preparing for retirement. Providing sound independent professional advice and superior service. We are fully invested in you.
-Paul H. Poulin CFP®, RICP®
Get a second opinion—no cost, no stress and no obligation. In the end, we will help you gain a better understanding of your current situation and answer the question, “What am I missing?” Learn more here.
Today’s realities and tomorrow’s challenges are calling for new, technology driven food production and distribution solutions spanning a range of activities from farm to table. In the fifth article in the SusTech series, we look at technologies that offer the promise of feeding a growing global population while limiting the burden on the environment. Are investors seeing the start of a long-term uptrend? Read the full economic outlook in the latest edition of Global Insight.
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As Seen In Fortune, Entrepreneur & Time, read more here.
The outcome of Germany’s election could influence EU fiscal integration and economic regulations. We look at potential implications for investors.
