Creteau Hackett La Chapelle

We are a team of dedicated financial advisors committed to helping individuals and families in Rochester and Portsmouth, New Hampshire, and beyond achieve their financial goals. With over 80 years of combined experience and a deep understanding of the financial landscape, we provide personalized strategies tailored to each client's unique circumstances and aspirations. As an independent firm, our priority is to serve our clients' best interests, providing unbiased advice and guidance without being beholden to any specific product or company.

Why Choose Us?

At our core, we believe in building long-lasting relationships based on trust, transparency, and a shared commitment to success. We understand that financial planning is a deeply personal journey, and we take the time to understand your individual needs, goals, and values. Our approach is collaborative, involving open communication and a genuine desire to empower you to make informed decisions about your financial future.

Our Services

We offer a comprehensive suite of financial services designed to address all stages of life. Our team of experts specializes in:

• Retirement Planning: We help pre-retirees and retirees create a secure and fulfilling retirement by developing personalized investment strategies, managing retirement accounts, and navigating complex retirement income options.
• Estate Planning: We assist with estate planning to ensure your assets are protected and distributed according to your wishes. Our services include wills, trusts, and probate guidance.

• Investment Management: We provide personalized investment advice and portfolio management services, tailoring strategies to your risk tolerance, time horizon, and financial goals.

• Financial Education: We believe that knowledge is power. We offer educational resources and workshops to help you gain a better understanding of financial concepts and make informed decisions about your money.

How We're Paid

Our commitment to transparency extends to our fees. We strive to provide clear and concise information about how we are compensated for our services. Our compensation is typically based on a combination of:

• Fee-only: We charge an hourly fee or a percentage of assets under management.

• Commission-based: We earn a commission on the sale of certain financial products, such as insurance policies or mutual funds.

We will always discuss our fee structure with you upfront and ensure that you understand how we are compensated before you engage our services.