Tax & Estate Planning - Upper Valley, NH

Our Process & Services

How We Help

Smart Plan

Our Smart Plan is designed for individuals and families in the Upper Valley and Hanover, NH who want comprehensive retirement planning, financial planning, and tax‑efficient investment guidance. The plan includes written recommendations, detailed retirement and cash‑flow projections, Roth IRA conversion analysis, two years of proactive tax planning, and a complete portfolio review with asset‑allocation guidance and a customized investment strategy tailored to Upper Valley and Hanover, NH financial planning needs.

Annual Fee: $5,000+

Fees for more complex situations will be offered prior to signing an agreement.

Wealth Management

Our Wealth Management service provides ongoing financial planning and investment management for clients in the Upper Valley and Hanover, NH. After completing your Smart Plan, we continuously update your retirement plan, monitor your investment portfolio, rebalance as needed, and implement tax‑smart investing strategies. This service helps Upper Valley and Hanover residents stay aligned with long‑term retirement, wealth‑building, and financial planning goals.

Total Assets Under Management Annual Fee:
$0 - $1,000,000 . . . . 1.00%
$1,000,000- $3,000,000 . . . . 0.70%
$3,000,000 - $7,000,000 . . . . 0.55%

Step 1) Initial Phone Call

The process begins with a 30‑minute call to determine whether our financial planning and retirement planning services in the Upper Valley and Hanover, NH align with your needs. We review your goals, concerns, and expectations to ensure our expertise in tax planning, investment management, and wealth management is the right fit. If not, we can recommend another trusted Upper Valley or Hanover, NH financial advisor.

Step 2) First Office Meeting

In our first in‑person or Zoom meeting, we take a deeper look at your financial situation. Upper Valley and Hanover residents bring key documents so we can evaluate retirement readiness, tax efficiency, investment performance, and overall financial strategy. This meeting builds the foundation for a customized financial plan.

What we’re looking at includes:

Are you on track to reaching your financial goals?

Are you paying too much in taxes?

Are you satisfied with your current investment process, returns and advice, or can it be improved?

What are the risks to your financial independence and how can we eliminate them?

Do your investments reflect your values?

Step 3) Second Office Meeting

During this session, we present a full financial analysis tailored to Upper Valley and Hanover, NH clients. You’ll see retirement projections, tax‑planning opportunities, and recommendations for improving your investment portfolio. You may either move forward with implementing your plan or take time to compare financial planners and consider your options. Choosing the right financial advisor in the Upper Valley or Hanover is an important long‑term decision.

A. Taking action. If you are ready we will schedule a follow up meeting where we will sign the agreements and move on to the next step.

B. Thinking about it. Deciding where you’re getting your financial advice is one of the most important decisions you make. If you want to take more time, that’s great. It’s important that you feel we share your values, and that our recommendations make sense to you. You need to measure our cost versus your benefit and feel confident and comfortable with your decision.

Step 4) Collaboration Meeting

This is where your financial plan turns into action. We answer final questions, complete necessary paperwork, and officially begin your retirement planning, tax planning, and investment management relationship. Our experience and partnerships with top financial professionals help us build a clear, comprehensive plan for Upper Valley and Hanover, NH clients seeking long‑term financial confidence and stability.

In the final analysis, this is all about taking action.

What’s important is not that you choose us. What’s important is that you make the choice that inspires confidence and promises a better tomorrow. This part is on us. Calling on our experience and our relationships with some of the best minds in the business, we answer the questions uncovered in our conversations with you. Then, we develop an overarching plan for meeting your financial goals.