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Gerry Dufault CFP®

182 Turnpike Rd., Ste. 200
Westborough, MA 01581
Phone:
  • 508.251.6128
Fax:
  • 508.573.1076

Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

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Calculators

You can review interesting calculators on my site.

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Bringing clarity to a complex world

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We know you have questions. You may have to decide on pension options. Should you replace the employee benefits with policies of your own? When should you start taking social security? How much do you need to save in order to afford the lifestyle you want? Are your assets invested in the appropriate place to meet your goals? Which assets should you spend first for better tax efficiency? 

The switch from work-life to retirement is a huge decision. Our goal is to help you gain a better understanding of your situation. Then we discuss various financial concepts including insurance, investing, retirement, estate planning, and wealth preservation to address your needs and determine the best strategies to meet your current and future needs. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck