We will help you with any or all of the following topics as you wish.

Services offered include:

• Comprehensive Financial Plans
• Portfolio Analysis and Review - including 401(k) plans
• Asset Allocation and Risk Tolerance
• Retirement Planning
• Estate Planning
• Life and Disability Insurance Needs Analysis
• Casualty Insurance Review
• Lump Sum Distribution Advice
• Tax Planning
• College Education Funding
• Cash Flow and Debt Analysis
• Financial Check Ups/Second Opinions
• Employer Financial Education Programs

You don't need a fortune to start building one.

We will start by scheduling a "get acquainted" meeting. Here you will bring your "Confidential Questionnaire" which you can download from the Client Forms page. The meeting will take about thirty minutes and it gives us the opportunity to learn more about your needs and how we can help you. It also gives you a chance to learn more about us.

Together, we will figure out what you need, what additional information we will need from you, and how much the project will cost. We will also schedule a convenient time and date - usually two to four weeks later - to present our recommendations to you.

Before we finish our work, we may have to call you once or twice to clarify information you gave us.

Expect the presentation meeting to last as long as two hours. We will thoroughly discuss our findings and recommendations and answer any and all questions you may have. Most of you will prefer to implement our recommendations yourselves; however, we will help you if you wish.

Financial planning should be an ongoing process and you will probably want to have periodic checkups just to make sure you stay on track. It is usually only necessary to do this once a year but it is entirely up to you. With Boucher Financial Planning Services, there are no long term contracts but we are always here when you need us.

Our Mission

Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible.