Welcome to my website!   I hope this becomes your portal to your financial future.  I have a variety of tools and information available on this site to help you.  This website is intended to complement the work I do with you personally to help you reach your financial goals.  You can track the progress of the stock market,  get individual stock quotes, and log into your Waddell & Reed account.  Sign up for one of our free seminars using the link to the right.  You will also find an assortment of newsletters and financial calculators.  If there is anything else we can do to help you, please give me a call or send a email.
 

Are you ready to figure out what it's going to take to...

*  retire?
*  put your kids through college?
*  build that addition?
*  take that round-the-world vacation you’ve always dreamed about?

If you’re ready, so am I.

I'm Patrick Boutlier
and my specialty is Investing.
With a Plan.®

  

Contact me
for a free, no obligation consultation
right now at
(203) 288-2990 ext. 117
or pboutilier@wradvisors.com
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Payment

How much would your monthly lease payment be?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

More Newsletters →