Financial Planning Advisor in Ashland NH
The heart of our business is designing fee-only financial plans for our valued clients, In the more than 35 years since our founding, we have learned that the creation of, and adherence to, a comprehensive financial plan is the surefire way to reach lifelong financial goals.
A financial plan, however, must be designed only after a thorough understanding of the numerous facets of a client’s financial life. Their goals and objectives, their savings and assets, and their always unique life circumstances.
We uncover these details during our financial planning process. This consists of a series of one-on- one meetings where we learn all about your financial goals and then design a plan that is individualized for you and your family’s needs.
It is only after an assessment of the client’s entire financial situation do we proceed to recommend the most germane financial planning strategies that focus on the creation and protection of wealth. This includes managing risk, strategies for handling debt and taxation, and estate planning for after you pass on.
Every client is unique and your plan should be too. Your risk appetite, your savings needs, your charitable goals, and your life expectancy all influences your financial plan. We will be exclusively focusing on YOUR unique needs. In this way we will more quickly help you reach your financial goals
Squam Lakes Financial is a true fee-only financial planning firm. There are never any commissions involved, Wall Street ties, or kickbacks
A great deal of financial planners receive a commission from fund companies because the planner sends them business, but as a result of this scenario, these advisors are inclined to aim you towards investments that will help their bottom line, but not necessarily yours. At Squam Lakes Financial Advisors we believe that there is a far better way to deliver financial advice, and that is the “fee-only” way Over the last 35 years we have significantly helped promote and expand the fee-only financial plan industry
Even though our personal fee-only financial planning services benefit clients in all stages of their lives, we specialize in the following areas of concern for our older clients:
If you are in Ashland NH or the surrounding area, please contact Bob for your no- obligation initial consultation today. He’s only a few minutes away. When you’re dealing with financial matters, you want an expert in your corner!
At Squam Lakes Financial Advisors, We Are On Our Client’s Side.