CLIENT PORTAL

OUR MANY SERVICES SERVE ONE KEY GOAL:
YOUR FINANCIAL CONFIDENCE.

FINANCIAL PLANNING

We create a roadmap to lead you to your destination worry-free.

By considering your current path and investment strategy, we can determine if you are on track to meet your goals for retirement, education, charitable giving, the purchase of a second home, or anything else you would like to achieve or do. If we find you are not on track, we will provide recommendations to help get you on the right path. Our planning work can focus on specific goals, or, under our new Persistent Planning Program, we can provide 20 hours of consulting advice each month.


INVESTMENT MANAGEMENT

Once we have a plan, we are able to manage your investment assets to make the plan a reality. Acting as fiduciaries while managing your assets, we utilize a variety of investments to build a portfolio that will help you reach your goals while attempting to minimize volatility. We monitor your portfolio and adjust the holdings when economic or market conditions warrant. If you have special interests, such as Socially Responsible Investing, we will support your goals.

Anton LeMieux Financial Group employs the highest of fiduciary standards when managing your personal or business investments. You can be confident knowing that you have a team of qualified professionals working hard not just to grow your investments, but to protect them.


SPECIALIZED PLANNING NEEDS

We specialize in advice and planning for circumstances that may require special attention:

  • Long-Term Care/Aging in Place—When we develop your financial plan, we consider all the factors that may contribute your future comfort, dignity and financial security, such as aging or illness—your own, or a loved one’s. We have the experience and sensitivity to guide you through discussions about long-term care, which can be stressful but are critical to formulating a holistic, comprehensive plan for your future.
  • Divorce Planning—Divorce, whether contentious or amicable, is often complex, affecting your financial security and all other aspects of your life, especially when children are a part of the mix. John LeMieux, a Certified Divorce Financial Analyst® professional, can carefully analyze your existing outlook and commitments, and advocate on your behalf. Working with legal counsel, he will strive for an appropriate settlement that addresses both parties’ short- and long-term needs. One option is Collaborative Divorce support, through which we help you and your spouse work collaboratively toward an equitable outcome for both parties.*Watch the video at right to learn more about John's approach to helping divorcing couples and their attorneys arrive at a solution that maximizes both parties' financial security.

Divorce

John talks about the financial aspects of divorce in this radio interview:

Sanity in Co-Parenting (8) A Conversation With a Certified Divorce Financial Planner

BUSINESS PLANNING & ADVICE

For more than 20 years, we’ve been helping businesses—especially those owned by families—to create an effective, integrated financial plan for the long run. Working collaboratively with your management team, we’ll design a customized portfolio to help your business survive challenging times and thrive in good times.

We offer special expertise at navigating family dynamics, along with excellent financial and business acumen, and our own experience as business owners.
 

FIDUCIARY OVERSIGHT

Recognizing their potential liability as officers of their organizations, the managers of companies and nonprofits often seek our help to ensure their investment process meets fiduciary standards. In this era of increased scrutiny, we can benchmark company retirement programs, including 401(k) and 403(b) plans, against industry norms to determine if the fees, investment menu, participation rate, and investment policy statement meet these rigorous standards. Nonprofits have a responsibility to assure their operating funds and endowment funds are managed using a well-designed Investment Policy Statement. We can help guide your company or organization through this process.
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*While a CDFA® professional can help your attorney make financial sense of settlement proposals, The Institute for Divorce Financial Analysts (IDFA™) highly recommends that any person getting a divorce should seek legal counsel. A CDFA® professional's role is to assist, not replace the attorney.