Jeffery Boutin
Financial Advisory Services
JEFFERY BOUTIN FINANCIAL ADVISORY SERVICES
Providing objective planning
services for over 25 years
Wherever you are in your financial journey, we're here to help. With the experience, resources, and genuine passion for what we do, we're committed to guiding you toward confident decisions and meaningful progress—so you can achieve the financial future you envision.
Financial Planning
and Customized Services
Establishing Your Financial Roadmap
Long- and short-term financial planning
Retirement income planning
Elder, long-term care and disability
Legacy, estate* and inheritance planning
Business owner benefits and succession
Budgeting, saving and debt restructuring
*Estate planning services provided in conjunction with your licensed legal professional.
Wealth Management
and Investments
Growing and Diversifying Your Wealth
Retirement rollovers and IRAs
Guaranteed* income accounts
Mutual funds and asset allocation
Separate account management
Annuities (fixed, variable & indexed)
Employer and business retirement plans
*Guarantees are based on the claims paying ability of the issuing insurance company.
Risk Management
and Insurance
Protecting Your Assets
Life insurance (personal and business)
Disability insurance (personal and business)
Long-term care insurance
Insurance-needs analysis
Solutions from top-rated companies
Quote comparisons to save you money
WHAT SETS US APART
We offer straightforward, affordable planning fees. If you're simply looking for a second opinion or a quick review, we're happy to work on an hourly basis as well. Our investment, wealth management, and insurance services are as comprehensive as those offered by large firms — delivered with a personal, hometown touch.
Behind the scenes, our organization runs deep. We're backed by experienced professionals and leading financial resources, all working together to help address your most complex needs and provide the guidance and support you need to navigate your financial future with confidence.
Have questions? Schedule Your Free Consultation Today.