Donald M. Pelletier

For nearly 20 years, I have been a proud partner in my clients' financial success. I have developed these relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.

I pride myself in being a partner in my clients' financial success. I build relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.

I will help you review your situation and propose a two-pronged approach: grow your assets so you can carry out your plans, and financial security so that you can protect yourself, your loved ones and your lifestyle from life's unexpected challenges. Your values, needs and preferences are what will guide me when I propose the best possible solution for you.

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

• Establishing a personal budget
• Reviewing your investments
• Evaluating any insurance needs
• Determining if you can reduce your taxes
• Planning your retirement
• Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.