John Lian, CLU®, AIF® 

CONNECT

Address:

100 North Parkway, Suite 201
Worcester, MA 01605

Phone:

(508) 926-1451

Bill Beaudoin, CFS

Bill Beaudoin, CFS

VP Financial Planning

Bill Beaudoin, CFS has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by product selections. He also works to provide creative solutions to help address the needs of business owners and individuals regarding wealth preservation and estate planning.