Personalized Strategies

to Achieve Your Financial Goals

A WIDE RANGE

OF FINANCIAL PLANNING TOOLS

OUR PRACTICE OFFERS

UNIQUE GENERATIONAL CONTINUITY

1.
Relationship

Establishing and defining the client-planner relationship.

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2.
Acclimate

Gathering data and determining goals and expectations.

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3.
Analysis

Analyzing and evaluating the client financial status.

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4.
Insights

Developing and presenting the plan recommendations.

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5.
Execute

Implementing the financial planning recommendations .

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6.
Observation

Monitoring the financial planning recommendations .

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Curtis N. Porter, ChFC®, CLU®, CPFA more info
Timothy T. Porter, CFP®, ChFC®, CPFA more info
Roger W. Porter, CFP®, ChFC®, CLU®, CEP® more info

Our Advantages

A Robust Support Network

In addition to our personal expertise, we have access through our broker/dealer (First Heartland® Capital, Inc.) to support from staff consisting of highly experienced and well-educated personnel with a thorough knowledge in each specific area of planning. Depending on each client's unique circumstances, having a state-of-the-art organization providing support is critical to efficiency and achieving goals.

Primary Contact Information

80 Nashua Rd. | Suite A4
Londonderry, NH 03053

Phone: (603) 965-3740

Fax: (603) 965-4871

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