NH Fee-Only Financial Planners

Our Services

Financial planning can be intimidating. Everyone has questions. We offer simple concise answers. Take advantage of our complimentary first visit. It’s never too early or too late to start.

NAPFA Financial Advisor in New Hampshire

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 income 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>>

Squam Lakes Financial Advisors
We Are On Our Client’s Side

What's a Fee-Only Financial Planner?

Learn why it's important

5 Questions to Ask Before You Retire

Are you ready for retirement?

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

Squam Lakes Financial Advisors in the News and the Community