Our Firm

Nancy J. LaPointe Financial Services is committed to helping you pursue your long-term financial goals.  As professionals in retirement planning and estate conservation strategies, we can help you answer the questions you may have about your financial future such as:

*  Will I be able to retire early?

*  How much money will I need in order to retire?

*  How can I get the most out of my 401(k)?

*  Should I have a traditional Ira or a Roth IRA?

*  How can I maximize the return on my investments while reducing risk?

*  How can I "inflation-proof" my investment income?

*  Do I need disability income insurance?  Long-term Care insurance?

*  How can I ensure that my children receive as much as possible from my estate?

*  What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs.  Nancy J. LaPointe Financial Services is committed to you for the long term. 

Please note: We will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.