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Carl
Hefflefinger, CFP
1-800-ADVISER ext. 1022 Nashua,
New Hampshire
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Carl Hefflefinger, CFP
Office:
400 Amherst Street
Suite 407
Nashua, NH 03063
1-800-ADVISER
ext. 1022
Phone: (603) 595-6848
Fax: (603) 595-6840
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100%
Independent
100% ObjectiveMember
of The
Financial Planning Association.
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Call
Carl at
1-800-ADVISER
ext. 1022 |
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Services Available:
Financial
Planning
Money Management
Tax Services
Estate Planning |
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Overview
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Carl
provides an integrated tax and financial planning
strategy to every client based on an individual's
specific needs. When you become a
client, he concentrates on your specific goals and
objectives, whether they are personal, family or
business-related. He reviews all of the elements such
as investment portfolio and insurance coverage that
will affect the management of your assets. Tax
implications are considered.
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
He
begins the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. He analyzes your assets and
liabilities and review your cash flow requirements. He
evaluates and monitor your investments and risk
tolerance. He then recommends an asset allocation strategy.
Once agreed, He implements and then monitors a portfolio
strategy.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 8 to 5 (Eastern), Monday through Friday; will respond daily.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $7,50 to $1,500. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
Carl Hefflefinger, CFP at 1-800-ADVISER ext. 1022 |
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Click Here to
go Back to the 1-800-ADVISER Home Page |
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