President Financial Advisor Financial Services
Mr. Letendre focuses on helping his customers plan for retirement by assisting them with income planning, asset management, Social Security planning, Medicare planning, and Medicaid planning. Additionally, he assists customers in the process of arranging both their legacies and their estates. As an investment advisor, Mr. Letendre does not engage in the practice of selling items to his customers, in contrast to a broker. Instead, he conducts a comprehensive analysis of each customer's aims and objectives, with the aim of finding the mix of services that will be most beneficial to the client in the long run. Furthermore, as an adviser, Mr. Letendre charges an asset-based fee for managing a client's assets rather than the standard fees earned by registered representatives of broker-dealers for selling products.
Additionally, as an advisor, Mr. Letendre charges an asset-based fee for managing a client's assets rather than the typical commissions for selling products that are charged by registered representatives of broker-dealers. This is in contrast to the commissions that are typically charged by registered representatives of broker-dealers.