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Author: Scott LaValley, CFP®, CVA®, MSFS
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Financial Planning Prep for a Worry-Free Summer

Summer is a season for adventure, relaxation, and making memories with family and friends. But, before you begin your summer fun, it’s essential to make sure your financial house is in order. A little preparation now can go a long way in helping you truly unwind while minimizing stress when you return. Here’s a practical financial checklist to help ensure...
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Retirement – If, When, How – And What Else You Need to Know

Retirement planning isn't just about reaching a certain age; it's about ensuring you have the financial resources to sustain your lifestyle and fulfill your goals in your golden years.
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Young Adults Need Love, Support, and Some Legal Documents Too!

As your child becomes a legal adult at age 18 and prepares to embark on their life journey, it’s crucial to ensure that they have the proper legal documents in place.
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Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.

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