Michael Lecours, Cfp® Email & Phone Number

Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.

Investment Management Particular emphasis on portfolio construction, asset allocation, asset management, use of Exchange Traded Funds (ETFs), trading and tax loss harvesting. Financial PlanningFocus on retirement income distribution strategies (including bucketing strategies), tax management and college savings strategies. Portfolio Manager for The Active.

- Responsible for developing and executing marketing strategy for Ohanesian / Lecours.- Led a rebranding effort, involving the development of a new website, blog and newsletter.- Developed tailored marketing strategies for use by advisors at the firm.

Glastonbury, CT, US

- Durham Group merged with Cashman + Katz in 2010.- Transitioned clients through the merger of Durham Group and Cashman + Katz. Within one year, 100% of the clients were retained. This was accomplished by developing a systematic, yet tailored, process for each client where the client would be introduced to new staff and new capabilities as the client’s.

St. Charles, IL, US

- Durham Group merged with Cashman + Katz in 2010 - Managed accounts and assisted in setting the strategic direction of projects through the creation of Creative Briefs.- Applied behavioral finance concepts in developing marketing materials for investors. This occurred most frequently during and after The Great Recession when fear and desperation were so.

- Spearheaded the company’s advertising, promotions and publicity efforts, resulting in impressive sales in the first year and the honor of being named one of the “Best New Restaurants in Connecticut.”- Michael was also instrumental in the conception and launch of the restaurant’s own branded line of beer-infused salad dressing which was distributed in a.