James Joel Beaulieu

Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Timothy Baker is a CFP® with 16 years of industry experience and has been the sole advisor at WealthShape LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Windsor, CT. WealthShape LLC is an independent, fee-only firm providing investment management and financial planning to individuals, families, and institutional clients, including ERISA retirement plans. The firm uses long-term academic research and Modern Portfolio Theory to build globally diversified portfolios and offers fiduciary services such as 3(21) and 3(38) consulting for retirement plans.

Sean Curran is a financial advisor at USA 401k with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Lincoln Financial Securities and local government positions in Springfield and Washington. Outside of advising, Curran serves as a Springfield city councilor, practices law representing clients in real estate and misdemeanor motor vehicle cases, and works as a licensed real estate agent. USA 401k provides portfolio management, financial planning, and pension consulting services to individuals and corporations, with a focus on 401(k) plan consulting. The firm applies Modern Portfolio Theory and a long-term investment approach, primarily investing in equities with diversification through fixed income and index funds.

Jeffrey Stock is a financial advisor at Stock Financial and Retirement Solutions with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Realta Equities, Inc. and Caitlin John, LLC. Stock Financial and Retirement Solutions offers portfolio management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement accounts. The firm uses a range of investment approaches including fundamental and quantitative analysis, and provides both discretionary account management and standalone financial planning services.

Edward Toole is a CFP® professional with one year of industry experience. He is the sole advisor at Toole Financial, an independent advisory firm based in Longmeadow, MA. Prior to founding Toole Financial, he spent ten years working with the YMCA Retirement Fund. Toole Financial provides fee-only, project-based and ongoing financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored planning and education, with a focus on Modern Portfolio Theory and passive, asset-allocation recommendations, serving clients without discretionary portfolio management or custody.

Simone Cunningham is a Certified Financial Planner® with 21 years of experience in the industry. She has been with MP Financial Services, LLC since 2009 and is also associated with Moriarty & Primack, PC, a certified public accounting firm. MP Financial Services, LLC provides investment advisory and supervisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, and individual clients. The firm typically employs active discretionary management through selected independent investment managers and offers coordinated tax and investment advice through its affiliation with Moriarty & Primack, PC.