Since 1983, the National Association of Personal Financial Advisors (NAPFA) has been the leading association of fee-only financial advisors. NAPFA has strict business and ethical standards for its members including professional competency, client-focused financial planning, and fee-only compensation.
To verify Bob’s membership status as a long-standing NAPFA Registered Financial Advisor (NRFA), visit NAPFA’s website. Click the link to “Find a NAPFA Registered Fee-Only Financial Advisor”, then search the Holderness, NH area.
No. Our expertise is in comprehensive fee-only financial planning, not in direct money management. Our client base looks to our team to help articulate personal goals and develop comprehensive planning strategies for achieving those goals. Once established, we will serve as a surrogate to assist in identifying the appropriate investment professionals to implement the investment portion of your plan.
Yes. As part of our comprehensive financial planning process, we work with all retirement plans, both work related and separately held. Your retirement plan is then integrated with the remainder of the comprehensive financial plan and your personal goals.