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660 Central Avenue
Dover, NH 03820

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Creating Financial Strategies
For Your Future

603-343-4515

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Eric Wasson

Financial Consultant, CFP®

(603) 343-4515

603-343-1863

Eric Wasson has over 24 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional which is a certification that only a small percent of registered representatives have been able to achieve. Eric...

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Kathleen joined LPL in October of 2017. She is originally from Nebraska where she received a BS in Criminal Justice and a minor in Sociology from the University of Nebraska. After graduating she moved to New England to work for a...

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Scott Clement

Client Services Associate

603-343-4515

603-343-1863

Scott has a Business degree specializing in Finance from the University of New Hampshire. He currently has his series 7 and 63 registrations held with LPL Financial as well as life and health insurance licenses. Scott has over 7 years...

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