What This Investment Advising Project Is All About
This project is a dedicated financial advising service designed to guide individuals through the twists and turns of their financial lives. Whether retirement is just around the corner or someone is stepping into their peak earning years, the focus is on helping clients prepare for the next chapter with confidence. The approach is holistic, covering everything from retirement planning and investment management to tax and estate planning, insurance consulting, charitable giving, and college planning. It’s not just about numbers—it’s about crafting a financial journey that fits each unique life story.
The Main Benefit: Tailored Financial Independence and Peace of Mind
Clients gain access to a wealth of expertise and personalized strategies that help them achieve financial independence while addressing their specific needs. Here are some key highlights:
- B Corp score of 81.5, reflecting a strong commitment to social and environmental performance
- Comprehensive services including retirement planning, tax planning, and sustainable investing
- Specialized support for mature professionals and their families navigating complex life circumstances
- Focus on tax-efficient strategies for income replacement and investment management
- Expertise in managing stock options, restricted stock, and RSU-related tax planning
Serving Those Nearing Retirement
For those wondering when to ease off the gas at work or how to replace a paycheck without losing sleep over taxes, this project offers clear guidance. Maybe the work schedule has already been trimmed, and now there’s a need for a second opinion on investment strategies with a tax-savvy lens. The team’s years of experience mean clients don’t have to navigate these decisions alone. It’s about making the transition smooth and setting up a fulfilling next phase—because retirement isn’t just an end, it’s a new beginning.
Helping Clients in Their Peak Earning Years
Entering peak earning years can feel like stepping into a maze. Questions pop up: How to minimize lifetime tax liability? What’s the smartest move with a 401(k)? What to do with stock options or restricted stock? And how much to stash away for RSU taxes? This project turns those questions into clear, actionable strategies. The focus is on protecting families, tailoring tax minimization, managing stock awards, and exploring investment opportunities beyond the usual retirement accounts. It’s about making the most of success without the stress.
Comprehensive Services That Cover Every Financial Angle
The project’s offerings span a broad spectrum, ensuring no stone is left unturned. From retirement planning and investment management to tax and estate planning, insurance consulting, charitable giving, and college planning, the services are designed to meet diverse needs. The approach is fee-only, emphasizing transparency and trust. Plus, the team is LGBTQ+ friendly and deeply connected to the community, reflecting a commitment to inclusivity and personalized care.
Project Impact: Aligning with Sustainable Development Goals (SDGs)
- SDG 1: No Poverty – Supporting financial independence and security
- SDG 3: Good Health and Well-being – Planning for long-term care and peace of mind
- SDG 4: Quality Education – College planning services
- SDG 10: Reduced Inequalities – Inclusive services for diverse families and communities
- SDG 12: Responsible Consumption and Production – Promoting sustainable investing
- SDG 17: Partnerships for the Goals – Engaging with community and clients for shared success
Where to Find This Service
The project operates out of multiple locations in New Hampshire, making it accessible to a wide range of clients. Offices are located at 3 Executive Park Drive, Suite 200 in Bedford; 7B Emery Lane in Stratham; 1 Tara Boulevard, Suite 200 in Nashua; and 20 Depot Street, Suite 310-12 in Peterborough. This regional presence ensures personalized attention and a strong community connection, no matter where clients are in their financial journey.
