Advisory, Fee Based, Investments, Portsmouth, NH

If the first question a Financial Advisor asks you is :

"How much money do you have?"

Step away. Get off their boat.

We care about our clients because of who they are, not because of how much money they have. We want to learn about you, your story, your concerns and of course your bucket list! If you are looking for a professional co-captain and are ready to set sail, I'd love to connect with you.

All of our financial plans are developed on-site. Every detail is important to us; there is no part of the financial planning process outsourced. Our holistic approach allows us to create a meaningful partnership to chart a course that is goals-based and outcome-focused.

Your Options in Partnering With Us

Financial Planning

We charge a flat fee for financial planning services based on the scope of work involved. We will let you know the cost before you "set sail" once we understand the depth of the time needed to prepare and review it with you. No part of the financial planning process is outsourced; every detail is handled on site.

Investment Advisory Relationship

In an investment advisory relationship, we can navigate you through advisory programs and/or fee-based financial planning services.

Under these programs, we can provide ongoing investment advice, investment portfolio construction, execution of securities transactions, and monitoring of your portfolio.

Client fees for advisory relationships are based on the value of the assets in the account. The fee is not tied to the number of transactions executed.

Commission Based Relationship

In a commission based relationship, you will work with us through an account that includes commissions and may include other transactional fees.

Through this account, we can provide services such as education, recommendations and execution of products including mutual funds, variable insurance, annuities, and other investment or insurance products. The amount of the commission will vary depending upon the product selected.

Generally speaking, these relationships are for clients that anticipate low or infrequent trading activity and only need limited advice or recommendations on specific transactions.

Combined Relationship

We have many clients with different objectives and goals for each of their accounts, so we offer a combined approach where a client may utilize a commission approach in conjunction with fee-based financial planning and/or an investment advisory program.

This allows us the flexibility to truly serve the needs and goals of each client instead of a "one-size fits all" approach to our services.

Contact us to Schedule Your First Appointment

1) This statement is a testimonial by a client of the financial professional as of 1/12/2023. The client has not been paid nor has the client received any other compensation for making this statement. As a result, the client did not receive any material incentives or benefits for providing the testimonial.