Financial Planning
IF YOUR OBJECTIVE IS:
- Obtain a holistic perspective of your finances
- Get professional investment advice
- Establish a financial roadmap to help you navigate through all stages of life
OUR APPROACH IS:
- Comprehensive financial assessment
- Recommendations for investing, estate and insurance planning, and more
- Customized strategic financial plan for reaching your financial goals
FEE FOR SERVICE:
Our “7 point financial checkup” is the foundation for a customized, strategic financial plan that helps to drive financial freedom for you and your family.
CALL 603-296-0063:
Talk with one of our CERTIFIED FINANCIAL PLANNERSTM to learn more about financial planning and associated costs.
CLICK BELOW:
Schedule your complimentary consultation.
Asset Management
IF YOUR OBJECTIVE IS:
- Utilize professional investment recommendations
- Implementation of your customized plan
- Supervision of assets in the changing markets
OUR APPROACH IS:
- Put your financial plan into action
- Management of your assets to and through retirement
- Routine meetings to monitor your progress and make plan adjustments as needed
FEE FOR SERVICE:
Advisory fees are based on a sliding scale. Your specific fees are determined by your exact investment amount.
Breakpoints are available for higher investment amounts.
CALL 603-296-0063:
Talk with one of our CERTIFIED FINANCIAL PLANNERSTM to learn more about asset management and associated costs.
CLICK BELOW:
Schedule your complimentary consultation.
Risk Management
IF YOUR OBJECTIVE IS:
- Provide financial stability for your family
- Create a plan to help prepare for the unexpected
- Maintain quality of life for your entire life
OUR APPROACH IS:
- Develop comprehensive insurance strategies
- Determine appropriate funding options
- Ongoing monitoring to be prepared for any changing needs
FEE FOR SERVICE:
Insurance fees may apply and are based on the specific product and/or service.
CALL 603-296-0063:
Talk with one of our CERTIFIED FINANCIAL PLANNERSTM to learn more about risk management and associated costs.
CLICK BELOW:
Schedule your complimentary consultation.
NAVIGATING YOUR FINANCIAL WORLD, TOGETHER.
Our objective is to provide you with a strategic roadmap to help navigate your financial world and reach your ultimate goal.
In order for us to develop a successful plan, we educate you on how your investments, insurances and tax strategies work in tandem.
A financial plan will give you a baseline of where to begin and a reference point to keep us on track.
