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Our Philosophy

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The Worry Free Retirement Experience®
is our solution to providing our clients with
what they're looking for: peace of mind.

Take the first step, and start planning for your financial future.

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With over twenty years of experience. We provide a variety of individualized investment solutions:

Financial Planning
Tax Planning
Investment Services
Family Wealth
Retirement Planning
Estate Planning
Risk Management
Business Planning

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What does the team at Polson Bourbonniere Derby think about current financial trends?

What advice do we have for current clients? Find out by accessing the latest version of out client newsletter, Strategy Updates

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Current Issue

Strategy Update – Issue 55

July 20, 2020 · Strategy Update

Strategy Update – Issue 54

November 12, 2019 · Strategy Update

Strategy Update – Issue 53

March 6, 2019 · Strategy Update

Issue 52 – Strategy Update

September 28, 2018 · Strategy Update

March 12, 2018 · Strategy Update

Issue 50 – Strategy Update

April 13, 2017 · Strategy Update

Polson Bourbonniere celebrates their 20th anniversary!

Choose the Worry Free Retirement Experience™