Solutions
We provide fee-only, competent, ethical, and highly personalized comprehensive financial planning, portfolio management, retirement planning, tax planning, contingency planning, incapacity & estate planning, and trust services to the public with offices in Lebanon, NH, Bedford, NH, Springfield, MO, Pleasanton, CA, Livermore, CA, and Plymouth, CA.
financial advisor, wealth conservatory, investment management
9
page-template-default,page,page-id-9,bridge-core-3.1.7,qode-page-transition-enabled,ajax_fade,page_not_loaded,,side_area_uncovered_from_content,qode-child-theme-ver-,qode-theme-ver-30.4.2,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-7.6,vc_responsive
Significant financial decisions can affect your retirement … significantly.
We all want to make great financial decisions, all the time. But most of us realize that this cannot be done without full knowledge and understanding of our most relevant alternatives, and the impact they may have on our ability to fund the lifestyle we want to live. And that requires expertise and experience in all areas of financial planning; none of which can be attained within a few hours of searching the internet.
But with our help, your decisions will become easier, and the chances of making costly financial mistakes will diminish. Learn more about the solutions we offer by watching the videos below
Checking For Fit Before You Commit
with Jay Hutchins
“You don’t need to turn your money over, in blind faith, to a brokerage firm, bank, or investment advisor in order to get financial planning advice and strategies.”
[ Learn More ]
Retirement Planning
with Steve Bell
“Without that plan, we cannot know the extent to which we can afford, or not afford, the retirement we want to live.”
[ Learn More ]
Tax Planning
with Michael Babcock
“People can sometimes be so focused on reducing their current-year tax liabilities they make choices that end up costing them more in the long run…”
[ Learn More ]
Contingency Planning
with Jay Hutchins
“And while strategic contingency planning cannot eliminate pain, sorrow, inconvenience or heartache, it can avert catastrophe …”
[ Learn More ]
Investment Planning
with Jay Hutchins
“A portfolio should be managed with three things in mind, and only three things: taxes, expenses and risk.”
[ Learn More ]
Incapacity & Estate Planning
with Jay Hutchins
“In reality, unfortunately, few trusts live up to their full potential.”
[ Learn More ]
