During your first complimentary visit, we can discuss, among many other things, those critical questions that are most frequently asked by new clients:
Squam Lakes Financial Advisors, with its depth of experience and the guidance of Robert E. Maloney, offers retirement planning services in New Hampshire which are dedicated to improving retirement outcomes for individuals and families. As a New Hampshire retirement planner, we coordinate with your other advisors and strive to provide dependable benefits to our clients. Our policy of Fee-Only financial planning keeps you out of any conflicts of interest and serves as the greatest advantage for uncertainty at a critical time in your lives.
It all starts and ends with “Cash Flow”. The entry point of this planning process should start early in one’s life in the form of savings. Not easy at a young age but critically important. Step one is the systematic savings and compounding interest. Payroll deductions are out of sight and out of mind. They really do accumulate quickly given time to retirement and are the best approach to time proven success. Estate Planning, Investments, Insurance are all aspect of planning and are very important. However, without adequate cash flow, they will take your house and assets away. With adequate cash flow, your level of comfort and security is only a question of priorities. Good luck and start today regardless of your age
Our focus is to deliver a consultative relationship to our customers in order to approach the goals and challenges of our clients with a unique understanding and with an independent perspective. We believe in strategic planning that includes plan design, investment policy statements and one on one communications. By focusing on your well-being, we strive to provide a proposal that involves the least amount of risk necessary to achieve your goals. This has led us to offer conservative investment strategies as a New Hampshire retirement planner. Our strength lies in predictive analysis which helps us offer highly effective retirement planning solutions.
We will explain to you the specific advantages and disadvantages of your individually tailored retirement plan and help you design that plan accordingly. We provide the guidance and assist you in choosing the best options that closely align with your retirement goals and objectives. As an Accredited Estate Planner (AEP) we will integrate the retirement planning with a comprehensive Estate Plan for the entire family. In addition, we try to take any legislative or regulatory issues of our customers into consideration that might need to be addressed before crafting your plan.
Ready to sketch your future, but aren’t sure where to begin your retirement planning? Come to Squam Lakes Financial Advisors.
Our step by step process of defining the retirement goals, designing plans to meet them, operating the plan in compliance with your other documents, and measuring the effectiveness of the plan keeps us ahead of the competition and serves our customers in a better way. Creating new avenues of income after your retirement is your dream, and our focus. As an experienced New Hampshire retirement planner, you don’t even need to worry about making your portfolio tax efficient, as we will provide guidance in this important area of tax planning.
Are you a small business owner?, then be sure to see Financial Planning for Businesses, and get our free PDF Business Planning Document Checklist For Small Business Owners