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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. 

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


John Lamontagne

(508) 797-9293

Specializing in the retirement and financial planning industry takes an honest, knowledgeable, motivated and responsive individual. With John you get the commitment and knowledge of a highly educated and College Hall of Fame athlete to...

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David Soltys

Financial Consultant



David has over 25 years of insurance experience, most recently in an executive leadership role, with the Small Business Insurance Agency, Inc. (SBIA), a subsidiary of Carroll Enterprises, Inc. As one of the original employees of SBIA,...
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