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Specialties
Life is a great adventure that ought to be growing and expanding all the time.
You ought to be prepared for your journey. As retirement planning outfitters we equip families with the planning tools necessary to make the journey safe, to make it flexible enough to take advantage of the side excursions, and to make it unforgettable. As retirement planning trail guides, we assist in navigating the turns and trails that your adventure travels along. No matter how well anyone plans a journey, changes always occur. Trails are closed. Bad weather comes. We walk slower than expected. Things happen, but a good trail guide is there to know where and how to resupply, what other trails are available to get to the destination, to encourage our adventurers through the challenging times, and to celebrate with them during great times. We don't do this alone. As outfitters, there are tools we can source for the families we serve directly. But we also need resources that are outside our purview. We have relationships throughout the insurance industry, with attorneys, with CPA's, with mortgage and banking professionals, and with real estate professionals so our clients are outfitted in all areas of their journey.
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Always free for clients.
RICP, TPCP, ChFC, CLU, CEPA, ChSNC
Chartered Designations
What do these credentials mean?
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Profectus Financial Partners offers fee-based planning, wealth advisory services, and securities through Park Avenue Securities LLC (PAS) and insurance through The Bulfinch Group Insurance Agency, LLC. Fee-based plans may include tax and wealth planning suggestions, but we do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. Darren Violette is an Investment Advisor and Registered Representative of PAS and Financial Representative of The Guardian Life Insurance Company of America (Guardian), supervised from: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a wholly-owned subsidiary of Guardian. Profectus Financial Partners and The Bulfinch Group are affiliated, but neither firm is an affiliate or subsidiary of PAS or Guardian. Darren Violette, CA Insurance license # OM18222; FL Insurance license # P171418. PAS is a member FINRA, SIPC.