1361 Elm Street, Suite 100
Manchester, NH 03101





Client Services

We offer a variety of financial services and products to support your financial objectives.  Our recommendations are based on accomplishing your goals in the most efficient manner using the most appropriate tools available.

Planning Services

Financial Planning

  • Asset Accumulation
  • Retirement Income Planning
  • Guaranteed Lifetime Income Solutions
  • Income Tax Planning
  • Retirement Plan Distributions

Estate Planning

  • Estate/Gift Tax Planning
  • Asset Preservation
  • Wealth Transfer Strategies
  • Inheritance Planning
  • Special Needs Planning
  • Probate Avoidance

Business Planning

  • Cash Flow Management
  • Investment Management
  • Tax Planning
  • Business Succession Planning

Investment Services

  • Investment Advisory Services
  • Investment Risk Assessment
  • Portfolio Analysis and Recommendations
  • Full Service Brokerage
  • Stocks, Bonds and Mutual Funds
  • Cash Management Accounts
  • Certificates of Deposit

Insurance Services 

Insurance Consulting 

  • Policy Review
  • Proposed Policy Comparison
  • Beneficiary Analysis

Insurance Brokerage

  • Long-Term Care Insurance
  • Life Insurance
  • Annuities
  • Disability Insurance