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
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Business Boosters: How to Exit Your Business Successfully
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Ask a Financial Professional: I Got a Big Raise. Now What?
You got a pay raise – what should you do with it? Find tips on how to avoid tax surprises and lifestyle creep, and why paying
Work/Life Fluidity: Less Stress, Higher Productivity
There’s no doubt about it: technology has changed the way we work. And not only the way we work, but also the how, when and where.
Retirement Road Trip
Discover how to build a retirement plan that guarantees income no matter how long you live.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?