Multigenerational Financial Planning

Independent
& Unbiased
Financial Advice

Squam Lake Financial Advisors was created with one purpose in mind: to provide you with comprehensive, fee-only financial advice.

Since 1982, we've delivered superior service and support to clients in every stage of life.

Our clients believe that our independent, unbiased, fee-only financial advising is indispensable in helping them make the most important decisions in their personal financial lives.

Where are you in your Financial Journey?

Charting the Course

Identify priorities, set realistic goals, and develop a workable plan with a financial roadmap that will keep you on course.

Preparing for Retirement

Ready for an active retirement? Want to make sure that you are doing the right things and are positioned to meet your goals?

Making a Life Transition

Feeling some unease about the future? We'll help you navigate life changes so you can confidently transition to the next phase.

Donate

Starting or Growing a Business

Develop a comprehensive strategy to maximize capital and position your business for success.

It's critically important to begin planning early in life.

Have You Started Your Financial Roadmap?

Financial Planning

Be confident in your future with a comprehensive financial plan that's tailored to meet your life goals.

Read more about financial planning >>

Estate Planning

It's never too soon to begin planning how to transfer and distribute your assets. Your estate plan maintains financial security for you and your heirs.

Start planning your estate >>

Cash Flow/Retirement Counsel

Maximizing your cash flow is the key to living the life you've imagined.

Learn more about our services >>

Succession Planning

A succession plan for your business ensures that you're prepared for the future--whether that's passing on the business to your heirs or transitioning to new ownership.

Build your business succession plan >>

Questions to Ask About Retirement

5 Questions to Ask Before You Retire

Retirement is one of the most important milestones in life. Are you prepared to take the plunge?

News & Resources

National Association of Estate Planners & Councils

What’s an Accredited Estate Planner?

The AEP® designation is conferred upon those individuals who meet its stringent admission standards which include, among other things, significant prior experience in estate planning activities and material formal education in the subject matter.

Read More
Benzinga Names Squam Lakes Financial Advisors Best Comprehensive Planning Firm in NH

Benzinga Money Names Squam Lakes Financial Advisors as “Best Comprehensive Planning Firm” in NH

Benzinga recognizes Squam Lakes Financial Advisors as New Hampshire’s Best Comprehensive Planning firm

Read More
What is a Fee-Only Financial Advisor?

What’s a Fee-Only Financial Advisor?

In working with a fee-only advisor, the client is assured that their needs come first.

Read More

Making Retirement Goals a Reality
for More Than 35 Years.

In your one-hour complimentary conversation, we’ll discuss your current situation and provide advice on moving forward. At the end of our chat, we’ll present you with a no-surprises quote to help you shape your financial future.

Memberships & Affiliations