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Insurance

Insurance

  • Are You Protecting the Wealth You’ve Built? Why Working Professionals Need an Estate Plan, Disability Insurance, and Umbrella Insurance
    Are You Protecting the Wealth You’ve Built? Why Working Professionals Need an Estate Plan, Disability Insurance, and Umbrella Insurance
    By Kyle Labelle, CFP®Published On: February 20, 2025Categories: Estate Planning, Insurance, Risk Management, Working Professionals
  • How Will I Ever Afford Healthcare Costs In Retirement? Maybe It’s Not As Bad As We Think
    How Will I Ever Afford Healthcare Costs In Retirement? Maybe It’s Not As Bad As We Think
    By Cameron BarkerPublished On: December 20, 2024Categories: Healthcare, Retirement
  • The Real Risk to Your Portfolio is Not Volatility
    The Real Risk to Your Portfolio is Not Volatility
    By Dan Koppel, MSFS, CFP®Published On: November 22, 2024Categories: Insurance, Retirement
  • Financial Planning for your 50s – What to Consider
    Financial Planning for your 50s – What to Consider
    By Dan Koppel, MSFS, CFP®Published On: April 26, 2024Categories: Estate Planning, Families, Fiduciary, Insurance, Retirement, Working Professionals
  • Can You Contribute to an HSA? – The Triple Threat of Retirement Saving Accounts
    Can You Contribute to an HSA? – The Triple Threat of Retirement Saving Accounts
    By Garrett LambertPublished On: April 4, 2024Categories: Families, Health Savings Accounts, Insurance, Taxes, Working Professionals
  • When Should I File For Medicare and How Much Does Medicare Really Cost?
    When Should I File For Medicare and How Much Does Medicare Really Cost?
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: February 1, 2024Categories: Insurance, Medicare, Retirement
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Serving Clients in New England and Nationwide

Our Services

Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance Consulting
Charitable Giving
College Planning

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Our Approach
Community
LGBTQ+ Friendly
Fee-Only
Careers

Locations

3 Executive Park Dr., Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885 

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot St., Suite 310-12
Peterborough, NH 03458

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  • Home
  • Retiring Soon?
  • Peak Earning Years
  • Who We Serve
    • Retirement Planning
    • Investment Management
    • Tax Planning
    • Estate Planning
    • Insurance Consulting
    • Charitable Giving
    • College Planning
  • About
    • Our Approach
    • Fee-Only
    • Your Team
    • Community
    • LGBTQ+ Friendly
  • Resources
    • Financial Planning (Right Capital)
    • Statements & Tax Documents (Fidelity)
    • Quarterly Reports (Orion)
    • Download Documents (Orion)
    • Upload Files
    • Crunching Numbers
    • Form ADV 2A Disclosure
    • Form CRS
  • Insights
    • Blog
    • Videos
    • Events
    • FAQs
  • Careers
  • Contact Us
Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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