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(401) 396-9389

Welcome to Vachon Financial Group, LLC

Vachon Financial Group, LLC offers customized solutions through a spectrum of financial services. From growing your wealth through investment strategies, planning for your family’s future, and preparing for retirement, Vachon Financial Group, LLC is the preeminent wealth management firm serving all of New England.

Our Services

As a full-service wealth management firm, Vachon Financial Group, LLC can assist you in a variety of ways. 


Protection

Making sure that your plan can withstand the unexpected.

  • Review and analyze your financial position.
  • Identify any risk exposures and recommend solutions.
  • Review, explain, and update your work and personal insurances so risks are covered.

Estate Planning

Seeing that your plan will carry out your wishes.

  • Review and analyze your assets for proper ownership and beneficiaries.
  • Provide guidance to help you get your financial affairs in order.
  • Consult and coordinate your plan with your attorney and accountant.
  • Help to manage the financial impact of lifestyle changes (death, divorce, disability, health).

Retirement Income Planning

Strategizing to make sure you'll have enough.

  • Develop, refine, implement, and monitor your retirement income plan.
  • Provide guidance to see that your retirement income and assets last a lifetime.
  • Determine how much to withdraw and the order of accounts to withdraw from.
  • Assist you in selecting investment options with your 401(k), 403(b), or other retirement plan.

Taxes

Maximizing what you earn by minimizing what you owe.

  • Recommend tax strategies to minimize your taxes.
  • Consult and coordinate your financial plan with your CPA/tax preparer.
  • Track cost basis for easier tax preparation.

Investments

Focusing on the growth and management of your portfolio.

  • Establish how and how much to save.
  • Monitor investment performance compared to investments in the same class.
  • Actively manage and rebalance your portfolio to help reduce risk.
  • Prepare an Investment Policy Statement (IPS) to signify your goals and expectations.

Consultation

We’d love to hear from you. Give us a call and we’ll get started.

Please note that neither Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.