Financial Services - Portsmouth, New Hampshire, United States
If you've ever looked back at the end of the month and asked, "Where did all of our money go?" then you're in the right place. We provide professional financial advice to individuals and couples to help clients gain full control over their money.We're not your "typical" financial adviser or wealth manager whose primary focus is on managing your investment (mutual funds, stocks, bonds, etc.) We focus exclusively on your day-to-day financial activities and put a plan in place that makes sure that your money works hard for you.We start with identifying your goals and objectives and overlay general financial planning principles that are essential to the success of any financial plan. From there we custom tailor both the short-term activities needed to begin the process of meeting your short, medium, and long-term goals.