At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Sharon M. Dufresne CFP®

Enrolled Agent

As an Enrolled Agent since 1979, I specialize in providing tax and bookkeeping services to individuals and small businesses. As a Certified Financial Planner™ Professional, I also offer financial and investment planning services. I care about my clients and their financial futures. I treat their finances as I do my own.


CFP® - Certified Financial PlannerTM

EA - Enrolled Agent since 1979



  • Exams: 6, 63, 7
  • States: CA, CO, CT, GA, OR


  • License: LTC, Variable, Life only, A&H
  • States: CA
  • License: VA, VL/VA, A&H, Life
  • States: CT


  • License: Investment Advisor Representative
  • States: CA, CT, NY