Creating a comprehensive financial plan is only one of Bob’s areas of expertise, however, a financial plan can only be designed after analyzing the many facets of a client’s financial situation, their savings and assets, their goals and objectives, and the unique circumstances surrounding their life. Bob will uncover these details during his financial planning process, which will entail a series of meetings where he will learn about you and your financial situation. He will then design a plan that will be unique to you and your family’s needs. It is only after Bob assesses a client’s entire financial situation does he recommend relevant financial planning strategies that focus on creating and protecting wealth, debt and taxation, managing risk, and thorough and insightful estate planning.
Personal Tax Planning
Small Business Planning
At Squam Lakes Financial Advisors, We Are On Our Client’s Side.
If you are in the greater North Conway NH area, or anywhere in the Lakes Region, call Bob and arrange for a no-obligation consultation today. Thank you for your consideration!