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Michelle R. Lavigne, CFP®

Adaptive Wealth Management, LLC

157 Goose Lane
Guilford, CT 06437
Phone: (203) 458-1740
Fax: (203) 458-1742

Toll-free: (800) 698-1660

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.