Merrill Lynch Financial Advisor Brian Becker

There are many aspects of your financial picture that must be aligned to achieve your desired level of success. At Finer Wealth Management, we call this your Circle of Gold™. We help you to understand your Circle of Gold™ by gathering facts and setting your goals in order to create your personalized, integrated investment and financial plan. Based on your information, this process may include a discussion of allocation and possible re-allocation. From then on, we work with you every step of the way, making any necessary adjustments to secure your financial future. Finer Wealth Management also provides a quarterly portfolio review to ensure that your Circle of Gold™ receives the best possible results each and every time.

Granite State Retirement Planning Inc, located in Bedford, NH, specializes in providing tailored retirement planning services through their unique four-step approach known as The Protected Retirement Process. Founded by Dan Hagler, the firm aims to help clients navigate the complexities of retirement planning, reduce income taxes, and ensure their investments last throughout retirement. With a focus on high-net-worth individuals, Granite State Retirement Planning offers customized financial blueprints that identify both known and unknown obstacles to achieving a secure retirement. Dan Hagler, an experienced retirement specialist and author, emphasizes the importance of strategic planning to avoid common pitfalls and achieve the retirement dreams of his clients. Generated from the website

McLarney and Co. LLC is a Chelmsford-based CPA firm that specializes in a comprehensive range of accounting, tax, and financial management services tailored for business clients. Their expertise includes individualized solutions for small businesses across various industries such as construction, manufacturing, and non-profit organizations, ensuring compliance with industry-specific challenges and tax practices. In addition to traditional accounting services, McLarney and Co. offers management consulting and QuickBooks assistance, empowering clients to navigate strategic planning and maximize their business potential. Their commitment to staying updated on tax law changes allows them to provide clients with the best opportunities for tax incentives and financial growth. Generated from the website