Profile

Results
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Lloyd Boucher, EA, RICP®
Founder and CEO

Lloyd enjoys learning about people and how best to help them. He’s a good problem solver and driven to thoroughly examine what needs to be revamped, revised, modified or fixed ~ a welcomed trusted advisor. He connects the dots for people, sharing insights and opening doors to opportunity. It’s easy for him to see what the future will bring and easily map out a path to accomplish long-term goals. He uses all the tools available to design orderly and detailed tactics, creating a picture of where we (our customers in collaboration with us) want to be and how we are going to get there. Transforming the good into great is what Lloyd does!

 

 

ENROLLED AGENTS (EAS) ARE AMERICA’S TAX EXPERTS
Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.  The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. Enrolled agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels within the IRS.

RETIREMENT INCOME CERTIFIED PROFESSIONAL®S (RICP®S) ARE AMERICA’S RETIREMENT INCOME EXPERTS
Retirement Income Certified Professional®s (RICP®s) are experts on building integrated and comprehensive retirement income plans. Their key focus is understanding, choosing, and executing a strategy for generating sustainable income from available resources—whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy. In developing a sustainable retirement income plan, RICP®s integrate best practices in the areas of 

  • Social Security claiming
  • Evaluating and addressing risks faced in retirement
  • Choosing distributions from employer sponsored plans
  • Medicare and other health insurance choices
  • Planning for long-term care needs
  • Choosing appropriate housing
  • Income tax and legacy planning

RICP® is a groundbreaking retirement income planner certification awarded by The American College of Financial Services, a leading financial education institution founded in 1927 by the industry pioneer Solomon S. Huebner.