About

At IM Financial-Andrew Lavoie we believe that most decisions that will determine the success or failure of your ability to build and sustain real wealth are not decisions about what the next hot investment will be. Our team of financial professionals has the combined experience to have learned what works and more importantly what doesn't work in wealth planning and we've structured our process to avoid the pitfalls we see the most. We offer a wide range of financial services including investment management retirement planning college planning estate planning and tax planning. We also offer a variety of educational resources to help you learn more about personal finance and make informed decisions about your money.