pur·pose
 

b. – the reason for which something is done or created - or for which something exists.

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About Us

Jason Bourque and Blair Breton have a combined 30+ years in the financial services industry. They were colleagues and friends prior to establishing their professional partnership in 2018. They both feel strongly about helping clients plan for the good in life while ensuring financial security is at the foundation of that planning.

Jason and Blair established their firm with a strong belief that each person and situation is unique. Therefore, it is important to match trusted, professional guidance with an understanding that financial solutions are not “one size fits all” .
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Our Mission

Our mission is to provide a confident and clear financial strategy in an increasingly uncertain world. Our collaborative process includes a holistic approach to evaluating financial goals and aligning them with each client’s unique set of values. Our hope is to make the complex simple and the goals achievable.
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Our Team

Creative Wealth Solutions Team
 

Our Expertise

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Services

Wealth Management3

We work with our clients to design and implement a variety of investment strategies. We offer access to investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds and access to quality third-party wealth management programs.

Retirement Planning

The amount you will need in retirement depends on several things- the age you plan to retire, your desired retirement lifestyle, how long you expect to live, and other needs or goals. Let us help organize all these factors while helping ensure you maximize your retirement income.

Estate Planning

A well-engineered estate conservation strategy can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate. From there, we will suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

 

Asset Protection/Risk Management

There are numerous financial strategies that can help you protect your financial future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Executive Benefits/Succession Planning

Executive benefit packages can help you attract, motivate and retain high-caliber employees, while keeping your company healthy and stable. Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.

Financial Planning3

A fee-based, in depth financial planning process that explores all aspects of a client’s financial objectives and where they stand in regard to their objectives. It entails a comprehensive analysis that produces a detailed set of goal-based recommendations that will give the client a clear path to achieving those desired goals.

The CWS Process

 

1. Identify Your Needs & Objectives

Every financial situation is unique, which is why it is vitally important to find out as much as possible about you and your objectives. The more we know, the more precise the recommendations and ultimately, the better the results.

2. Gather Information

We will work with you to identify and prioritize your objectives. We will take the time to understand your hopes and dreams and get to know the people in your life that matter most to you.

3. Analyze Information & Develop Strategy

Using our consultative process, we will develop a detailed strategy to help you achieve your goals. Based on our conversations and analysis, we can illustrate the steps that it will take to help you achieve your financial goals.

4. Plan Presentation & Delivery

Once we have a full understanding of your situation, goals and objectives, we will utilize our research and planning resources to present action items that will help you achieve your goals.

5. Implement A Plan

Once we agree on a plan, we will implement your strategy and work closely with you and your other advisors to ensure its success.

6. Review Your Progress & Update

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy change. We will work with you over the years to help keep your program on track with your changing needs.

Community Involvement

Creative Wealth Solutions actively supports the Epilepsy Foundation of New England (EFNE). Jason is on the board of EFNE as he chairs the Development committee, and is a member of the Finance and Investment committees. Jason and his family got involved with EFNE after his son, Parker, was diagnosed with Epilepsy in 2016. Since then, Jason and our CWS family continue to provide fundraising support to this great organization.

Our Office

Address:
2048 Washington St, Suite 2
Hanover, MA 02339
Phone: (781) 347-3424
Email: scarey@creativewealthsolution.net

To schedule a meeting with a member of our team, see their profiles other wise send us a message and we will be in touch.

 
 
 

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