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Submitted URL: http://myvlwealth.com/
Effective URL: https://www.myvlwealth.com/
Submission: On January 19 via api from US — Scanned from DE
Effective URL: https://www.myvlwealth.com/
Submission: On January 19 via api from US — Scanned from DE
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Text Content
Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. 978-703-0020 andrew@myvlwealth.com Client Login Menu * Home * Who We Are * David Vaillancourt CPA, CFP® * Andrew R. Lefebvre CFP®, RMA®, CLU®, EA * Dennis Demuth CFP® * Jillian Thibodeau * Kayla Campaiola * Certifications & Accreditations * Who We Serve * Pre-Retirees & Retirees * Small Business Owners * Young, Wealthy & Wise * What We Do * Investment & Asset Management * Tax Planning & Preparation * Retirement Planning * Insurance * Estate Planning * Blog * Tools * Tax Documents Checklist * 101 Ways Advisors Can Add Value For Their Clients * Personal Financial Website * Track Your Refund * Tax Direct Pay * Social Security Services * Glossary * Tax Resources * Contact * Contact Us * Gallery Client Login VAILLANCOURT & LEFEBVRE WEALTH MANAGEMENT, LLC Trust. Partner. Clarity. VAILLANCOURT & LEFEBVRE WEALTH MANAGEMENT, LLC Trust. Partner. Clarity. VAILLANCOURT & LEFEBVRE WEALTH MANAGEMENT, LLC Trust. Partner. Clarity. VAILLANCOURT & LEFEBVRE WEALTH MANAGEMENT, LLC Trust. Partner. Clarity. VAILLANCOURT & LEFEBVRE WEALTH MANAGEMENT, LLC Trust. Partner. Clarity. OUR MISSION Our mission is to create a client experience where we become the trusted professional. We accomplish this by identifying goals, implementing processes, monitoring progress and measuring results. Meet Our Team INVESTMENT PLAN CALCULATOR Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there. Let's Get Started BUDGETING AFTER A DIVORCE Divorce is the second most stressful time in a person's life. Here's some tips to get through it. Learn More CLIENT DISCOVERY DOCUMENT Ready to achieve your financial goals? Let us help you get there by filling out our financial discovery document. By providing us with details on your goals, priorities, and concerns, we can better tailor our services to meet your unique needs. Take the first step towards a better financial future and fill out our form today. LET'S GET STARTED YOU DESERVE A STRATEGY THAT ADAPTS TO YOUR NEEDS. We create financial strategies tailored to your goals. GROW YOUR FINANCES. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Learn more TIPS FOR INFLATION If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. Learn More HAVE A QUESTION? Name Email Address Phone Question Send Thank you! Oops! CONTACT Office: 978-703-0020 Fax: 978-703-0022 1533 Lakeview Avenue Dracut, MA 01826 andrew@myvlwealth.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax services. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, MD, NV, NH, NJ, NM, NY, NC, OH, OR, PA, PR, RI, SC, TN, TX, VT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.