We identify issues, distill complexity, and create a framework to help clients make better decisions.

We identify issues, distill complexity, and create a framework to help clients make better decisions.

We identify issues, distill complexity, and create a framework to help clients make better decisions.

We identify issues, distill complexity, and create a framework to help clients make better decisions.

Your Meaning of Wealth is Unique to You.

 

Our Planning is Unique to You.

Strategize to Help You Maintain Your Lifestyle in Retirement

Participate in Market Gains While Trying to Minimize Your Downside Risk

Plan For You to Have Enough Money For as Long as You Live

Guide You to Avoid Common Pitfalls

Our Team Process

Step 1. Organize Your Financial Life

Overview of your finances

Goal identification & coordination

Financial risk assessment

Identification of critical issues to address

Step 2. Optimize The Financial Decisions You Make

An investment strategy tailored to you, your goals, and your family

Tax minimization strategies to manage your overall tax liability now and in the future

Financial modeling to help you understand the impact of your financial decisions

Prioritization of strategies to address your most pressing concerns first

Step 3. Protect Your Confidence

Monitoring of your investments and staying on top of the markets so you don't have to

Identification of any new planning opportunities to lower your tax liability

Double check that your decisions are helping you to reach your goals

Updates to your financial model as your life continues to change

Check the background of investment professionals on FINRA’s BrokerCheck.

Schedule a Meeting

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74 Batterson Park Road, Suite 303, Farmington, CT 06032 |  Telephone: 800-525-9295

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ohanesian / Lecours are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, ME, MD, MA, MI, MO, MT, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TN, VT, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ohanesian / Lecours makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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