Broker Check

It All Starts With A Plan

<span><strong>FINANCIAL PLANNING:<br/>WHAT'S NEXT AND GETTING STARTED</strong></span>

Let's Get Started on Your Financial Plan.

We strongly believe it is not enough to simply provide investment advice. Instead, we strive to custom design a financial plan that works best for you, and then guide you each step of the way. 

We do this through clear and honest communication
to help you pursue financial independence.


WHAT WE NEED FROM YOU


Download and complete the following:


Documentation Checklist


Personal Profile Worksheet


Expenses + Household Budget Worksheet


Risk Tolerance Questionnaire


Important Note:
Completed forms, along with requested items from the documentation checklist, can be sent to us via one of the following methods:

- Printed and mailed via USPS, FedEx or UPS

- Hand delivered to the office
- Uploaded to our secure ADVICEWORKS portal

ADVICEWORKS is a secure digital portal that allows you to collaborate better with your financial professional.


If you have any questions, call us at 603-296-0063
and speak with one of our Client Relations team members.


Client Centered

SEC + FINRA Requirements:

ADV Supplement - Stacey Blodgett + Regina Kozsan [ENSEMBLE]

ADV Supplement - Cetera - Part 2A + Part 2B

ADV Supplement - Cetera Advisors - Part 2A


Uniform Application for Investment Adviser Registration [ADV]

Form ADV is officially called the Uniform Application for Investment Adviser Registration and Report by Exempt Reporting Adviser. Any investment advisor that manages more than $25 million must submit this registration document to the U.S. Securities and Exchange Commission and to state securities authorities.

YOUR ROADMAP FOR PURSUING FINANCIAL INDEPENDENCE

Our Process


START WITH A CLEAR VISION

Our History


CREATE A STRATEGIC PLAN

Our Values


FIND AN EXPERIENCED GUIDE

Our Resources


PURSUE YOUR ULTIMATE GOAL