Creative Wealth Solutions and Insurance Services, LLC

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Creative Wealth Solutions and Insurance Services, LLC Creative Wealth Solutions is here to provide quality wealth management, insurance planning & financial planning to individuals, families & businesses.

Jason Bourque, Blair Breton, Donovan Dunn, William Charrier offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Jason Bourque, Blair Breton are Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Jason Bourque, Blair Breton, Donovan Dunn, William Charrier are also licensed as an Agents with New York Life Insurance Company and a Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

2048 Washington Street
Suite 2
Hanover, MA 02339
(781)347-3424

Jason Bourque, Blair Breton, Donovan Dunn, William Charrier are not licensed in all jurisdictions. Neither Creative Wealth Solutions and Insurance Services, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Creative Wealth Solutions and Insurance Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more...
10/13/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

Check out our latest blog - "5 Financial Planning Moves to consider before year-end"
10/09/2026

Check out our latest blog - "5 Financial Planning Moves to consider before year-end"

Creative Wealth Solutions

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache ...
10/05/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

Check out our latest blog on "The Triangle of Wealth"!
10/02/2026

Check out our latest blog on "The Triangle of Wealth"!

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.
09/30/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help ...
09/21/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.
09/15/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationshi...
09/09/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

Honoring hardworking individuals everywhere, who put in the long hours, sweat, and tears to achieve their goals and make...
09/07/2026

Honoring hardworking individuals everywhere, who put in the long hours, sweat, and tears to achieve their goals and make a difference in their communities. Take a well-deserved break, relax, and recharge - you've earned it! 👏💼

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more pr...
09/03/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

Address

101 Accord Park Drive, Suite 201
Norwell, MA
02061

Telephone

+17813473424

Website

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