CONNECT

Address:

1361 Elm Street, Suite 100
Manchester, NH 03101

Phone:

603-647-7166

Fax/Other:

603-624-4747

Professional Methodology & Compensation

"I am more concerned about the return of my money
than the return on my money."
-Ben Franklin

At the core of our practice are the solid precepts of the financial and estate planning process.  We help you clearly define your goals and objectives, review your current position and develop strategies to most effectively achieve your desired outcomes.  We then help you implement and maintain the various plan components in the years ahead.
  
Preserving personal wealth requires that we first eliminate unwanted and unnecessary transfers of your wealth.  We then address common risks, such as legal liability, medical and nursing care costs, avoidable income and estate taxes and other circumstances that threaten your financial well being.  We assist you in identifying and dealing with these concerns, while helping you preserve the value of your estate.
 
Maximizing personal wealth is the process of managing your assets to maximize value consistent with your time horizon, risk tolerance and comfort level.  Integrating modern technology with time-tested investment strategies, we offer an investment style that is conservative and goal oriented.  We believe that the best investment plans are those that emphasize consistent, long-term results.
 
Transferring personal wealth efficiently to intended heirs or beneficiaries is a prime concern with many people.  There are a variety of techniques available to affect proper estate distribution in a simple, timely manner while minimizing expenses and taxes.  We assist you in understanding your options, which will assure proper wealth transfers, whether they occur during your lifetime or at death.

 

Compensation

The initial hour of consultation will always be provided at no charge.  The purpose of this meeting is for us to get acquainted and determine the types of services that may be required.  

We believe strongly in the establishment of a mutually beneficial working relationship.  After the initial free hour of consultation, by mutual agreement, we may be compensated by financial planning fees, advisory fees, product commissions or a combination of these.  We tailor our compensation to each client's unique circumstances and needs.