Mary Marentette

When a person ends up with an injury, illness, or faces the loss of someone close to them, life still goes on. Bills must be paid, income is still needed and savings are at risk of depleting. If you have ever watched someone close to you go through this, you will appreciate my services even more! My passion is to be a resource and best protect my clients and their families BEFORE this happens. I evaluate the personal and financial goals of each client and start by building a foundation which is carefully planned to create a structure that supports what's most important: their current and future lifestyle.

With over 25 years of experience in the accounting field, assisting individuals and families with cashflow and budgeting, I have been able to give each client peace of mind in managing their finances when life becomes uncertain. In 2018, I decided to take these services to the next level.

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.