Jeff Boutin / Financial Advisor in Merrimack, New Hampshire

It starts with a casual conversation with an experienced compassionate professional.

Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years.
"You need help from someone, so why not let us help you? You'll be glad that you did."

We are independent, objective and flexible.

No one is too big or too small to help. If you are looking for trusted, objective, Fee-Only advice - you've found it. If you finally want your own financial plan in place, we offer an easy to understand and an affordable planning fee . Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis . We also offer prudent investment and insurance services as robust as the big companies, but with hometown atmosphere.

"Our mission is to guide you with Christian principles and serve you with authenticity, compassion and respect."

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Annuities & Life Insurance As-Needed Financial Planning Asset Protection Business Owners Business Planning Cash Management & Budgeting Certified Financial Planner Charitable Planning College Planning Comprehensive Financial Planning Debt Management Disability Income & Long Term Care Insurance Divorce Planning Education Planning Estate Planning ETFs Experienced Family Financial Planning Fee Only Fee-Only Fiduciary Financial Advice With A Christian Perspective Financial Advisor Financial Planner Financial Planning Financial Planning Advice And Services Financial Planning Association Member Financial Planning For Women Goal Planning High Net Worth Planning Hourly Financial Planning Independent Investment Advisor Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. Investment Services Investments IRA Legacy Planning Life Insurance Merrimack Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Pension Plan Design & Management Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Socially Responsible Investments Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Sustainability Trustee Services Wealth Management Women's Issues Young Investors
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