Understanding Today’s Financial Environment
Welcome, I’m Brad LeBlanc, a financial professional in Salem, NH. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
We have 30 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (603) 894-5600.
Helpful Content
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.