Carl Hefflefinger, CFP   1-800-ADVISER ext. 1022      Nashua, New Hampshire

   
 
Carl Hefflefinger

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

     

     

     

     
    100% Independent
    100% Objective

    Member of The 
    Financial Planning Association.

     


Call Carl at
1-800-ADVISER
ext. 1022
 
 
Services Available:
Financial Planning 
Money Management
Tax Services
Estate Planning
Overview 
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.
Available Services
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.

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. 
Additional Information
References
References are supplied based upon the specific type of service you are looking for. 
Account Minimums 
None.
Work Hours & Response Time
Regular Office Hours are from 8 to 5 (Eastern), Monday through Friday; will respond daily.
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. 

 Call Carl Hefflefinger, CFP at 1-800-ADVISER ext. 1022


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