Your Guide: Tyler Lavoie
I’m Tyler Lavoie. I help people make clear financial decisions for retirement with planning that’s personal, practical, and built around real life.
If you feel like you are getting pulled in a dozen directions by advice, headlines, and opinions, you are not alone.
That’s why everything here is designed to be simple, actionable, and easy to follow.
Designations and Credentials
What you’ll get here
Short, practical content to help you think clearly about retirement and the decisions around it.
Retirement Planning Basics
Clear building blocks for retirement decisions.
Tools and Guides
Simple checklists to help you stay organized and avoid common mistakes.
Educational Video Library
10 to 15 minute videos that break down real retirement questions.
Step 1: Start with the Video Library.
Step 2: Download the Checklists.
Downloadable Checklists
What these will help you AVOID
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Feeling stuck and unsure what to do next.
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Acting on scattered advice that doesn’t fit your situation.
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Making tax moves without understanding the ripple effects.
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Overreacting to market swings and changing course at the wrong time.
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Letting accounts and decisions stay disconnected until it becomes a mess.
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Having money conversations turn into stress between spouses or family members.
What SUCCESS looks like
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You know your next step, and why it matters.
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You can explain your plan in plain English.
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Your accounts and decisions feel connected, not scattered.
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You understand the tax impact before you make a move
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You stay steady when markets or life change.
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Your money conversations feel calmer and more productive at home.
Why it matters
Retirement decisions are connected.
One move can affect taxes, income, and the choices you have later.
These videos and checklists help you get clear on your next step before you act.
Step 3: Book A Consultation.
Disclosures
This website and the @lavoie.finance Instagram page are for educational purposes only and are not intended as individualized investment, tax, or legal advice. Any strategies discussed may not be suitable for all individuals. Investing involves risk, including possible loss of principal. For advice specific to your situation, please consult a qualified professional.
Tyler Lavoie is affiliated with Guardian Financial Services. Advisory services offered through Raymond James. Guardian Financial Services is not affiliated with Instagram/Meta. Tyler Lavoie's opinions are of his own and do not reflect the opinions of Raymond James.