At Judd Bisson & Associates, we build financial plans that simplify decision-making and give you peace of mind. Our clients are often successful professionals, business owners, and retirees facing financial complexity. We bring structure, clarity and calm to your financial world. Whether you’re selling a business, planning for retirement, or navigating a life transition, we connect every piece—taxes, cash flow, investments, estate planning—into one cohesive, evolving strategy.
We work with clients who are navigating important transitions and want more than generic advice. Our financial planning approach is built for people with complex lives, real goals, and no time for guesswork. We proudly serve:
Clients come to us feeling overwhelmed. They leave feeling in control. We stay by your side, anticipate your needs, and keep everything running smoothly so you can focus on living your life.
When you work with us, you’re gaining long-term partners who know your story and build every recommendation around it.
A clear plan changes everything. It shows you exactly what your future looks like—so you can enjoy your wealth today without fear or hesitation. Whether it’s buying the truck, upgrading the flight, or finally booking that dream trip, we give you the confidence to live the life you’ve worked so hard to build.
For many of our clients, retirement brings a new kind of uncertainty. You’ve saved. You’ve built wealth. But now the questions begin: How do I turn that wealth into income? Which accounts should I draw from first? Will it last? We help you answer those questions with calm, tax-smart strategies that support the life you want—today and for decades to come. Whether you’re five years from retirement or already there, we build a plan that protects your lifestyle and gives you confidence.
