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PERSONAL FINANCIAL PLANNERS IN NH

Our financial planning for individuals extends beyond products and services. We take a comprehensive economic approach, analyzing each aspect of your overall financial position. We offer team-based financial planning, designed to simplify your financial life and the complexities that come with wealth management.

LONG-TERM PERSONAL FINANCIAL GUIDANCE

  • Financial positioning
  • Tax management
  • Investment planning
  • Protection planning
  • Retirement planning
  • Estate planning
  • Education planning
  • Asset allocation

FINANCIAL PLANNING

Fee-Based Planning
Asset Allocation Analysis
Retirement Income Planning
Education Funding Strategies
Budget & Cash Flow Analysis
Complete Risk Management Analysis

ESTATE PLANNING

Estate Tax Projections
Tax Minimization Strategies
Advanced Gifting Techniques
Philanthropic Planning Ideas
Access to Trust Services & Asset Management

WEALTH MANAGEMENT

Securities Brokerage Services
Access to Institutional Managed Money Platforms
Passive Investments
Alternative Asset Offerings
Tax Efficient Strategies
Fixed & Variable Annuities
True Diversification Strategies
Comprehensive Retirement Income Strategies

RISK MANAGEMEN

Life Insurance
Disability Income Insurance
Savings Protection Insurance
Long Term Care Insurance
Guaranteed Income Annuities

PERSONAL FINANCIAL PLANNERS

At Skypeak Financial, our capabilities are extensive. We have a close partnership with Commonwealth Financial Group, and our team dedicates personal attention to each client. We offer fee-based consultation, short-term problem solving, and long-term comprehensive planning.


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