We are a financial service firm providing personally tailored services for individuals and families.
Since 1984, we have been helping our clients work towards financial stability with our personalized approach to wealth planning, accumulation and preservation.
MoreThere is no time like the present to prepare for your family’s financial well being! For a free, consultation, contact LPL Financial - Richard & Amy Neville today at (603) 926-1189 or toll-free at (888) 346- 9234.
MoreOur mission is to assist our clients in making the best decisions for their financial future.
MoreAs a firm, our focus is to understand your goals and develop a plan to pursue them.
A strong planning process is an effective way to create a more financially secure plan.
Investments can play a key role in your financial security plan.
Insurance is essential to any comprehensive financial security plan.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.
Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.
Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.
If you are one of the 90% of taxpayers who don't itemize deductions, you cannot claim a federal deduction for charitable donations. To get past this issue, some people lump their charitable gifts together. Wondering how to claim a deduction for charitable giving? Curious about how clustering charitable gifts together can help? Here's what you need to know.
Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as "Filing Status" or "Employee Matters," for ease of reading.
As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can't know where to go next if you don't know where you are now.
© 2020 LPL Financial. All rights reserved.
