Marc Bastien, CFP®, EA

I became a Financial Advisor because I’m committed to helping people prosper. I’ve always been fascinated by how those with similar resources can achieve vastly different outcomes. Having seen firsthand the impact of getting money right—or wrong—I dedicated myself to helping others make wise financial decisions, so they can enjoy security and abundance.

As an advisor, my work involves serving, coaching, and encouraging while simplifying planning and implementation. I take a collaborative approach when working with retirees, pre-retirees, and those in the working and accumulation years, focusing on maximizing opportunities for growth while avoiding costly mistakes. Throughout the process, I provide clear, straightforward explanations to ensure clients feel confident and informed.

I entered the financial services industry as an income tax advisor, recognizing tax expertise as a crucial skill for any planner. It was the perfect foundation.

In my complementary role as a Certified Financial Planner® and tax advisor at Good Counsel Tax Services, Inc., I combine tax expertise with financial planning, concentrating on tax-efficient retirement strategies. This dual expertise sharpens my skills and deepens my commitment to helping clients navigate financial decisions with confidence.

I take pride in working in an industry where I can help others achieve financial security, easing their anxiety, and guiding them toward a confident, successful future.

I’m a long-time resident of Pawtucket, RI, where I live with my family and two amusing cats. When I’m not at the office, you can find me enjoying good food, clean comedy, live music, or exploring the New England coast.

For life to have abundance, purpose, and meaning, I believe it’s essential to have focus. That’s why these two quotes resonate with me:

• “If you aim at nothing, you will hit it every time.” – Zig Ziglar
• “Pick one thing. Work as hard as you can. See what happens.” – Jordan Peterson