Description: We provide fee-only, competent, ethical, and highly personalized comprehensive financial planning, portfolio management, and trust services to the public with offices in Lebanon, NH, Bedford, NH, Springfield, MO, Pleasanton, CA, Livermore, CA, and Plymouth, CA.
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Thinking about our financial future is no fun unless we are confident in how it will unfold. Assessing the efficacy of your current plan can be daunting. We can help.
How we spend our time is one of the few things we can control. Are you making the most of every hour? Or, are you toiling over legal and financial details you could easily delegate to the professionals?
Are your accountant, attorney, investment advisor, insurance agent, and financial planner operating independently and unaware of the others’ actions and advice? That spells inefficiency and ineffectiveness.