Robert E. Maloney / Financial Advisor in Holderness, New Hampshire

We provide well being that allows our clients to sleep nights regardless of market conditions and a comfortable life style at different points in time. Fee-Only planning without product sales allow us to serve your needs before ours. Pre and Post Retirement planning along with a 25 year long term spending plan allows for adjustments as our clients age. When seeking a professional advisor, always look for a "fee-only" advisor as the best way to avoid potential conflicts of interest. Our clients needs will always come first and foremost. Keep in mind that an investment plan begins with a Comprehensive Financial Plan and not the other way around. Call if you are ready to put together a short and longer term plan for you, your family and/or succession planning for your business. Good luck in your search

Specialties

401k Rollover Accredited Estate Planner (AEP) Asset Protection Business Owners Comprehensive Financial Planning Divorce Planning Estate Planning Fee-Only Fiduciary Advisor Financial Planning Advice And Services Financial Planning For Physicians Financial Planning For Women Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning Legacy Planning Medical Professionals Member Of NAPFA Middle Income Registered Investment Advisor Registered NAPFA Advisor Retainer Services for Surviving Spouses Retirement Distribution Plan Retirement Planning Special Needs Planning Tax Planning Women's Issues
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