Mark Bilodeau, CFP®

(978) 323-7845

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Understanding Today’s Financial Environment

I’m Mark Bilodeau, a financial professional in Chelmsford, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (978) 323-7845 .

Client Centered

Client Centered

We put your needs first.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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