Steven M. Andrews, CFP

At our company, we understand that your financial goals are unique, and that's why we offer a personalized approach to financial management. We believe in building strong relationships with our clients, taking the time to understand their financial history, risk tolerance, and short and long-term goals. Our mission is to provide comprehensive financial plans that cater to each client's needs, ensuring they achieve their financial objectives.

Our team, led by Steven M. Andrews, CFP, has extensive experience in financial planning, investment management, and risk management. We have successfully helped over 500 clients navigate their financial journey, and we're confident that we can do the same for you. Our commitment to providing exceptional service and personalized attention sets us apart from the rest.

Services Offered

We cover all areas of financial management, including investment and retirement planning, risk management, estate planning, and asset protection. Our services are designed to help you develop a comprehensive financial plan that fits your unique needs and manages your short and long-term financial goals.

We offer a wide range of services, including:

• Investment Planning: We help you make informed decisions about your investments, ensuring they align with your risk tolerance and financial goals.
• Retirement Planning: Our team helps you plan for a secure retirement, taking into account your income sources, expenses, and savings.
• Risk Management: We assess potential risks and provide strategies to mitigate them, ensuring your financial stability.
• Estate Planning: Our team helps you plan for the distribution of your assets after your death, ensuring your loved ones are protected.
• Asset Protection: We provide strategies to protect your assets from potential threats, such as lawsuits or financial downturns.

Qualifications and Expertise

Our team is led by Steven M. Andrews, CFP, who has extensive experience in financial planning and investment management. We are committed to ongoing education and training, ensuring we stay up-to-date with the latest trends and regulations in the financial industry. Our expertise spans across various areas, including investment management, retirement planning, risk management, estate planning, and asset protection.

Our Location

We are based in Windham, NH, at 22 Haverhill Rd Ste. 5. Our office is conveniently located, allowing us to serve clients from across the region. We are dedicated to providing personalized service and attention to each client, ensuring they receive the best possible financial advice.

Resources

We offer a variety of resources to help you understand your financial options and make informed decisions. Our website features articles, newsletters, and calculators that can help you navigate the complex world of finance. We also provide videos and flipbooks that offer insights into various financial topics, from retirement planning to investment strategies.

Market Watch

We keep a close eye on market trends and economic changes, ensuring our clients are informed and prepared for any potential impacts on their financial situation. Our team analyzes market data and provides insights on how to manage your investments and assets effectively.