Proactively Managing Change to Help Achieve Optimal Outcomes
For over twenty years, the professionals at Hanover Financial Group have offered advisory services aimed at helping clients proactively manage change to help create optimal outcomes. As your advocate, we will listen, guide and inform you about the various scenarios that will help you meet your short and long term goals.
All too often individuals assess their financial health by looking only at their investment portfolio. Our holistic, integrated wealth planning process begins by getting to know you, your dreams, ambitions, and concerns. Looking at the range of wealth management issues we help you develop a suitable, customized plan that will help you effectively manage your financial, personal and family health and well-being. As a member of your team we collaborate with your accountant, attorney and other advisors to create a common vision and plan to help you achieve optimal outcomes.
As your advisor, we strive to help you successfully manage the voyage ahead and develop an effective plan that will help you to generate optimal outcomes. Call for your complimentary consultation today. (802) 253-0160.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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There are a number of ways to withdraw money from a qualified retirement plan.
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Principles that can help create a portfolio designed to pursue investment goals.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Make your retirement as exciting as your next vacation.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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