“Planning is bringing the future into the present so that you can do
something about it now.”
James C. McKenna
FSB Wealth Management LEARN MORE >
Financial Advisor, Infinex
629 Central Avenue
Dover, NH 03820
Direct: (603) 842-6409 ext. 509
Fax: (603) 742-4480
Toll Free: (888) 860-8242
• RETIREMENT PLANNING • PORTFOLIO MANAGEMENT • INVESTMENT STRATEGIES • INSURANCE STRATEGIES
• BUSINESS RETIREMENT PLANS • COLLEGE PLANNING
WHAT MAKES US UNIQUE
The Cornerstone of our client relationships is our ongoing commitment to provide structured communication and behavioral coaching throughout their journey to financial success.
Successful relationships have this in common: all parties feel a high level of satisfaction in regard to the frequency and quality of their communication. We make it a priority to establish an understanding of our prospective client’s communication preferences right at the first meeting, then, upon agreeing to work together, we deliver our commitment to meet those preferences.
In addition to helping our clients develop and implement their wealth management plans, we play the ongoing role of providing candid feedback and advice on any changes they consider making. We want to make sure they are appropriate to the plan we have created together, not reactions to short-term market conditions.
UNDERSTANDING YOUR FINANCIAL OBJECTIVES
We begin by asking questions to help us learn about your current financial situation, what you want to accomplish in the future and how you feel about risk. We may also ask about family dynamics that may be important.
DEVELOPING SMART, TIME-TESTED STRATEGIES
Based on the information you provide we analyze your unique personal and finan-cial needs, then match your objectives to appropriate strategies.
IMPLEMENTING CREATIVE SOLUTIONS
Drawing on the vast resources of a leader in diversified financial services – Infinex Financial Group – we customize a solu-tion set to help meet your specific long and short-term needs.
PROVIDING TIMELY, ON-GOING SERVICES
Markets can change over time But your life – and your needs – may change as well. So we regularly monitor the performance of your wealth management plan and check in with you periodically to make sure we still understand your financial objectives (see step one).
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. FSB Wealth Management is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.