Broker Check

660 Central Avenue
Dover, NH 03820

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Creating Financial Strategies
For Your Future

603-343-4515

 

Products & Services

Financial Planning

  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • College Planning
  • Portfolio Analysis

Investment Services

  • Mutual Funds
  • Common Stocks
  • Fixed Annuities
  • Variable Annuities
  • Managed Portfolios
  • Guided Wealth Portfolios
  • Government Securities
  • Bonds
  • FDIC CDs
  • REITs
  • Treasury Notes

Retirement Services

  • IRAs
  • Roth IRAs
  • Rollover IRAs
  • SEP IRAs,
  • SIMPLE Plans
  • 403(b) Planning
  • 401(k) Planning
  • Profit Sharing Plans
  • Pensions
  • Defined Benefit Plans

Business Planning

  • Deferred Compensation Plans
  • Key Person Insurance
  • Buy/Sell Agreements
  • Executive Benefits
  • Split Dollar Plans
  • Group Disability
  • Group Life Insurance
  • Group Long Term Care

Education Planning

  • 529 College Saving Plans
  • Education IRAs
  • UTMAs

Insurance Planning

  • How Much To Insure
  • Life Insurance Income Replacement
  • Disability Income Protection
  • Long Term Care Protection
  • Identity Theft