Vachon Financial Services

At Vachon Financial Group, LLC, we understand that financial planning is not just about numbers; it's about people, their families, and their legacies. Our mission is to provide conscientious wealth management that helps our clients live more confidently, enjoy more of life, and further their legacies.

Our Story

Our founder, Stephen R. Vachon, has dedicated his career to helping individuals and families achieve their financial goals. With a deep understanding of the complexities of financial planning, Stephen has built a team of experienced professionals who share his passion for delivering personalized financial solutions. Our team takes the time to get to know each client, understanding their unique circumstances, values, and aspirations. We then develop tailored strategies that address the five critical areas of financial planning: protection, retirement income, taxes, investments, and estate planning.

Our Services

As a full-service wealth management firm, we offer a comprehensive range of financial services designed to help our clients achieve financial freedom. Our services include:

• Protection: We help our clients identify and mitigate risks, ensuring that their financial plans can withstand the unexpected.
• Retirement Income Planning: We develop personalized strategies to ensure that our clients' retirement income and assets last a lifetime.
• Taxes: We provide expert guidance to minimize taxes and maximize our clients' hard-earned money.
• Investments: We offer customized investment solutions to help our clients grow their wealth and achieve their financial objectives.
• Estate Planning: We help our clients plan for the future, ensuring that their wishes are carried out and their loved ones are protected.

Our Commitment

At Vachon Financial Group, LLC, we are committed to providing exceptional service, expertise, and guidance to our clients. We believe in building long-term relationships based on trust, integrity, and a deep understanding of our clients' unique needs. Our team is dedicated to helping our clients achieve their financial goals and creating a lasting legacy for themselves and their loved ones.