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Roger W. Porter, CFP®, ChFC®, CLU®, CEP®

  • As the founder of the organization, Roger has began practicing financial planning in 1989. Throughout his career, Roger has received a multitude of awards and special recognitions from various organizations for excellence in the field of financial planning. Additionally, over his career he has repeatedly qualified for the prestigious Million Dollar Round Table and has been involved with the National Association of Financial Advisors, the Society of Financial Services Professionals, and the New Hampshire Estate Planning Council.

    Roger is recognized as a specialist in areas concerning closely held businesses such as retirement plans, salary continuation planning, and buy/sell arrangements. He has been a featured lecturer on topics ranging from profit sharing plans and defined benefit retirement plans to wealth transfer issues and other estate planning matters. Over the years, he has addressed groups throughout New England, Florida, Arizona, and the Mid-west. His opinions have been featured in various publications as well as local television. While he is no longer actively growing his practice, he provides invaluable support, guidance, and expertise to the organization.

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