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.

more
2.
Acclimate

Gathering data and determining goals and expectations.

more
3.
Analysis

Analyzing and evaluating the client financial status.

more
4.
Insights

Developing and presenting the plan recommendations.

more
5.
Execute

Implementing the financial planning recommendations .

more
6.
Observation

Monitoring the financial planning recommendations .

more

 

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

Our Advantages

A Robust Support Network

In addition to our personal expertise, our support staff consists of highly experienced and well-educated personnel with a thorough knowledge in each specific area of planning. Depending on the unique client 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

Follow Us