You have a vision of success: retirement, college for the kids, a legacy. But how do you get there? Randal S. Poirier, ChFC®, strives to help clients accumulate, manage and preserve their wealth. With deep experience in financial planning, investment and insurance planning services, he has guided hundreds of individuals in all phases of life and nonprofit organizations in every business stage.
His first deliverable: a comprehensive, holistic written Financial Plan filled with objective investment and risk management advice. Along the way, you’ll discover a refreshing approach to service, a deep understanding of your needs and complete transparency in how we are compensated. Our goal is helping you find confidence in your investments knowing we have your best interests at heart.
Strategies tailored to your needs and vision.
Strategies for financial security and donor cultivation.
No financial plan? Or maybe you haven’t updated it lately? Tell us a little about which financial worries keep you up at night. Then let’s start a conversation about how we can help you achieve your goals and dreams. Together, we’ll chart a course to your financial future.