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Our Story

Preparing You To Meet Your Financial Goals

Everyone has a unique set of financial circumstances and specific needs. We can work with you individually to create a plan for the present and the future.

Serving Individuals and Businesses

Our Mission

Our mission is to help people gain control over their money, grow their retirement income, minimize market, tax, and other risks, and create a financial legacy. We work hard to help individuals and business owners protect what they’ve worked hard to build.

Our Commitment

Our commitment is to treat you with respect and provide you with honest, reliable advice to help you achieve your financial goals. We will educate you about your options and help you determine the best path, even if it isn’t with us.

Our Specialty

For Individuals and Families

We specialize in retirement solutions that put you in control of your money. The plans help you minimize tax and market risk while creating growth, protection, legacy, and a retirement income you won’t outlive.

For Businesses

We specialize in protecting the business and its employees through life and disability insurance as well as other supplemental employee-paid benefits.

Tim Colpoys, President

For over a decade Tim has been helping people protect their families and businesses and gain control over their money. Through sound financial strategies he helps people grow their retirement income, create their financial legacy and protect what they’ve worked hard to build.

Through years of experience, Tim knows that everyone has a unique set of financial circumstances. He listens to each client’s concerns and goals. Then he works with them to create a plan to meet both their current and future needs. He doesn’t use a one-size-fits-all approach.

Serving Massachusetts, New Hampshire and Maine

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