It’s not about what you make. It’s about what you keep.

We help you keep more of your money so you
can live the retirement you want.

OUR THREE-STEP PROCESS:

We’ll discuss what’s most important to you as you get to, and live through, your retirement. Understanding your goals and objectives will help us design a unique custom plan just for you.

Using our Assurance Retirement Planning Process, we’ll design your plan optimizing spendable cash flow by reducing taxes and minimizing the unique risks associated with retirement.

Your plan is put to work. Our Assurance Planning Process will not only implement your plan but constantly monitor changing values daily to reflect in your plan.

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Upcoming Events:

February 5
Developing a Retirement Tax Planning Strategy Workshop
6:30 pm | Wylie Inn and Conference Center at Endicott College
February 8
Developing a Retirement Tax Planning Strategy Workshop
10:00 am | Wylie Inn and Conference Center at Endicott College
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GET TO KNOW David Belisle

Helping individuals and families achieve their ideal retirements.