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
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.