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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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.

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