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.
Helpful Content
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Best-Performing Asset Classes
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Estimate how much of your Social Security benefit may be considered taxable.
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A presentation about managing money: using it, saving it, and even getting credit.
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How federal estate taxes work, plus estate management documents and tactics.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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Make your retirement as exciting as your next vacation.
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The Business Cycle
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Estate Management 101
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