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Our Team

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Paul Goyette and his team help simplify what seems complex. Through his proven process, Paul works with you to develop a comprehensive strategy that takes the very personal needs of your specific situation into account. He will give you the "big picture" which helps to reduce the stress of an uncertain future. Paul specializes in creating financial strategies for retirees and pre-retirees, especially those who have family members with special needs. He will help you take control of your financial future by providing ongoing support and recommending adjustments as needed.

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Michelle Wheeler has provided the operational support for Paul Goyette for over ten years now. Paul refers to Michelle as “his right arm” and clients know that to be true, as they feel very comfortable working directly with her. Michelle is the “go to” person at times when Paul is out of the office or in a meeting counseling clients. Michelle has that specific style of relating that thrives on helping people and solving problems. She is licensed for both securities and Life and Health Insurance with LPL Financial. She also assists Paul in the planning process; building plans suitable for the needs of each client’s specific situation.

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