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Comprehensive Financial Services

We are dedicated to helping you improve your long-term financial success.

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Services
How Can We Help You?

Ouellette Wealth Management Group offers a wide variety of services all geared to help you with your financial goals.

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Why
Ouellette Wealth Management Group 

Conserve Your Wealth

Conserve Your Wealth

Customized Programs

Customized Programs

Long-term Financial Success

Long-term Financial Success

High Touch Level of Personalized Service

High Touch Level of Personalized Service

Family Friend

Family Friend

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