Vince Pothier Financial Advisor - Life, Critical Illness and Disability Insurance - Investments
My financial background
My experience started in 2005 in Financial Services. My specialty is helping small businesses and their families reach financial independence. I have experience in the following fields: Health Insurance, Travel Insurance Tax Planning, Financial Advising Financial Advising Life Insurance Investments, and Financial Solutions.
Other people may help me serve
An expert's group may include tax specialists, other financial advisors, attorneys, and notaries, and this is how I approach your financial review.
Complete financial review
Establish a spending limit
Rethink your investment strategy
Evaluate insurance requirements
Find out if taxes can be minimized
Plan your retirement
What is your estate plan and other legal matters?