Understanding Today’s Financial Environment
Welcome, I’m Brad LeBlanc, a financial professional in Salem, NH. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
We have 30 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (603) 894-5600.
Helpful Content
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Retirement Seen Through Your Eyes
What's your vision of retirement?
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Buying a Home
A look at what you need to think about when buying a home.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Saving for College 101
Here's a crash course on saving for college.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.