Financial Strategies Retirement Partners
We are an independent financial services firm, working with businesses, business owners, and individuals.



Business
Owners
  • Business Succession
  • Retirement Planning
  • Cash Management

Wealth
Management
  • Retirement Income
    Evaluation
  • Wealth Protection
  • Insurance Strategies

Retirement Plan
Sponsors
  • Fee Benchmarking
  • Fiduciary Review
  • Investment Monitoring

Retirement Plan
Participants
  • Account Access
  • Participant Education Library
  • Retirement Savings
    Calculators



Whether you are looking to establish and manage a retirement plan for your employees, you need personal financial planning, or you would like help managing your assets, we are here to help. Our team has more than 60 years of combined experience, helping our clients meet their goals, with a unique process-driven approach based on, knowledge, transparency, and objectivity.

Our affiliation with Commonwealth Financial Network®, an independent broker/dealer, means that our firm remains independent too. We are free to act solely in the best interests of our clients without bias and without any pressure to promote a particular product or strategy. Our independence means that our interests are aligned with yours.


Quarterly Quote
“One person can make a difference and every person should try." — John F. Kennedy




*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,045 New Hampshire wealth managers were considered for the award; 189 (18 percent of candidates) were named 2014 Five Star Wealth Manager. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 


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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DC,DE,FL,GA,IL,MA,MD,ME,MO,NC,NH,NJ,NY,RI,SC,TX,VA,VT,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.
Advisory services offered through Financial Strategies Retirement Partners, a Registered Investment Adviser, are separate and unrelated to Commonwealth.
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