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Are you certain that you're heading in the right direction?
Are you comfortable with your portfolio?
Would you like to have a financial coach ready to assist you with your financial questions?
You've worked hard and deserve to enjoy the years ahead. You need someone you can trust to help you achieve your financial goals. I can help.
Major areas of specialization:
As a fee-only professional, I receive no income from the sale of products. It is through fee-only planning that you can create and implement your plans without potential conflicts of interest coming between you and your planner. Everything is open and aboveboard with no agenda other than your best interests. No doubts. Isn't that how all relationships should be?
I am ready to work for you:
It's not by chance I've avoided the rumor mill that is Wall Street and the various fads inflicted on the clients of financial planners trying to stand out from the pack. Common sense and common decency form the foundation of our rural way of life; they are the foundation of my financial planning practice.
Let's get together to look at the opportunities available to you.
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Preferred Tax & Investment Advisors, Inc.
Registered Investment Advisor.
531 New Boston Road ~ PO Box 116
Francestown, NH 03043-0116 ~ Telephone/Fax: (603) 547-2100
E-mail: info@davidaveryfp.com