Review Family Financial Strategies - Finance in Grafton,New-hampshire,United-states
Why Choose Family Financial Strategies In Grafton In New-hampshire
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Family Financial Strategies - Finance in Grafton,New-hampshire,United-states
77 Bank St
Grafton,Others
New-hampshire,United-states - 03766
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Detailed description is We Work Quietly and Diligently behind the scene to help you write Your Life Story the way you want. Our Mission Statement:. . Your Life Story is comprised of a series of lifestyle and life cycle changes. As the years go by, and you raise a family, pursue a career, pay college tuition, and work toward a dignified and comfortable retirement, you face new challenges, enjoy new pleasures, and strive to reach new goals. You experience moments of joy and moments of sadness - the smiles, the laughs and, yes, the tears. By the end, you have created a long-lasting legacy for your grandchildren and great-grandchildren to come.. . . . At whatever stage of Your Life Story we enter the picture, Our Life's Work is to help make sure that your moments of joy are not troubled with financial worries, that your moments of sadness and sorrow are not burdened with financial issues.. . . Our Firm:. WE BELIEVE, as we are sure you do, that each of us has at least some responsibility for those who depend upon us: our spouses, our children, or our employees. If nothing else, we feel we are responsible for making some conscious, deliberate decisions about their future, rather than leaving their future to chance and good luck.. . We believe that every family should be able to afford to send their child to the college of his or her choice, that everybody deserves a comfortable and dignified retirement, and that a family business should stay in the family.. . We believe that your children, not Uncle Sam, should inherit the lion's portion of your life's work, and that everyone can leave a lasting financial legacy because we believe that Your Life Story is a never-ending story.. . We are in a personal responsibility and personal accountability business.. . Call Family Financial Strategies today to learn more about how we can help you write the Life Story you want.. . . . Our Services:. . We Work Quietly and Diligently behind the scene to help you write Your Life Story the way you want. We make sure that the lifestyle you create for your loved ones is protected, that you save more, that your taxes are less, that your return on investments is good, and that you leave a long-lasting financial legacy to your heirs, not to Uncle Sam. We will motivate, challenge, and educate you. Most people and small business owners don't plan to fail, they fail to plan. They procrastinate. They want to act, they mean to plan, but they never do. With us at your side, you will be certain to take action. The plan and strategy will be yours, while our knowledge will help guide you.. . With 25-plus years of experience, we are able to provide you with competitive protection and investment vehicles offered by select, quality companies and financial institutions. Our goal is to find the best solutions and implement the best strategies for your individual needs.. . We will track your results and achievements to help you succeed. We will meet with you on a regular basis to listen to changes in your ever-changing life story - to your new dreams and aspirations - so that we can match them with the changing economic environment and evolving tax laws to make necessary adjustments to your strategy. We will make sure that you know exactly what you plan to achieve, when you plan to achieve it, and how. We will review your progress regularly and correct your course when necessary.. . . Our Qualifications:. . Leonid Palanov has been in the Financial Services Industry for 30 years. He earned such industry designations as Chartered Life Underwriter and Chartered Financial Consultant and is an Investment Advisor Representative. He is a member of NAIFA (National Association of Insurance and Financial Advisors) and GAMA (General Agents and Management Association). He has received such industry recognition awards as National Management Award and Career Development Award. He is currently the Principal of Family Financial Strategies located in Lebanon, NH. In his practice, Leonid helps his clients determine what they desire to achieve; informs them as to what options and products are available; establishes ongoing working relationships with his client's other professionals (accountants, attorneys, etc.) as well as brings into the planning process specialists and professionals as needed; and assists clients in making an informed decision. Leonid strongly believes that a raidly changing economic environment and changing life-styles necessitate an annual review of client's goals and a systematic update of the tools that are used to achieve them.. . Evan Leary, Business Development Associate, was born and raised in Concord, NH and has been in the Financial Services Industry for over three years. He started in the business immediately after he graduated from Colby-Sawyer College in 2011. He studied Business and Philosophy at Colby-Sawyer and while challenging himself with numerous Honor's courses, he managed to start for the school's baseball team. His work in the Colby-Sawyer Business Department earned him membership with Sigma Beta Delta - The International Honor Society in Business, Management and Administration. Evan continues to be active with local youth baseball camps. He has a passion for discussing college funding to help parents avoid the student loan trap for their children. In his work, he helps his clients make informed decisions and to be prepared for the future as they go through various lifestyle changes. He believes our educational system does not prepare us for the financial decisions we make on a daily basis, and has made a commitment to work with Generation X and Y to help them in "Putting Their Financial House in Order" from the start.. . Michael J. Work, Attorney at Law has been engaged in the private practice of law, primarily as a sole practitioner, in Newport, NH for more than 37 years. After starting with a general practice, he has focused increasingly on real estate law, probate law, and estate planning. Michael owns Michael J. Work, Attorney at Law, and he is also an Investment Advisor Representative. Michael earned a Bachelor of Arts degree in Political Science and a Juris Doctorate from Ohio State University in Columbus. He was admitted to the state and federal bar of New Hampshire in 1972. A past president of the Newport Chamber of Commerce, Michael also is a past president of the Newport Rotary, a past president of the Sullivan County Bar Association, and a former governor of the New Hampshire Bar Association. He is on the board of directors of YMCA Camp Coniston and has served on the Sullivan County United Way and the New Hampshire Supreme Court Professional Conduct Committee. He is a member of the New Hampshire Bar Association's Elder Law, Estate Planning, and Probate Law Section. . . . Robin Watson, Office Manager, is a long time resident of the Upper Valley and has 11 years of experience working in the financial services industry.. . . . .
Established in the recent years Family Financial Strategies in grafton , new-hampshire in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Family Financial Strategies is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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