Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

New England Financial Planning Group

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

New England Financial Planning Group

Overview:

As a successful individual leading a busy life, your list of priorities probably doesn't include micromanaging your financial matters. You simply don't want to worry about the daily ebb and flow of the markets, but prefer to have experienced financial hands charting the course of your financial interests.

At New England Financial Planning Group, this is precisely the tack we take, managing all aspects of your financial life with diligence and integrity – leaving you more time to spend on your true passions and interests.

Your financial needs and issues evolve and change over time. What doesn't alter, however, is our ability to address these needs with a complete range of services – to help with everything from accumulating wealth to planning for retirement to preserving your assets while retired.
Asset Management

As a registered investment advisory firm, we will develop an investment plan and asset management strategy. Here are the primary stages of our investment evaluation:

   Assess your risk tolerance
   Identify your investment style
   Create your asset class allocation model
   Design and implement your portfolio
   Monitor performance
   Report your investment results quarterly
   Review your portfolio and risk annually or as needed

Integrated Financial Planning

By developing a written, integrated financial plan, we can help you achieve many key objectives:

   Consolidation of your financial information
   Identification of your financial goals
   Focus on key areas of interest such as taxation
   Lifestyle/life event accommodation
   Wealth preservation
   Financial independence

Project-Specific Financial Planning

Although each of us can benefit from a comprehensive financial plan, we recognize that you may require assistance in only one or a few financial areas. We would be pleased to provide our counseling service, concentrating in any of these focus areas on an as-needed basis:

   Budgeting/savings programs
   Cash flow/debt management
   Tax planning strategies
   Education funding choices
   Investment assessment/management
   Wealth preservation/management
   Retirement solutions/income planning
   Estate planning

Business Exit Strategies

You built your business with a plan, and by planning your exit strategy you will be taking the necessary steps to help achieve your goals. We can develop a plan that will aid in monetizing or transferring the wealth trapped in your illiquid business in a manner and time period that accommodates your goals.

Whether you intend to sell your business to an outside party or you want to transfer ownership to managers, employees, family or charity, an exit strategy is needed. A proper exit plan will involve:

   Establishing your exit goals
   Assessing your personal and mental readiness
   Identifying your exit type
   Understanding and choosing your optimal exit strategy
   Executing your strategy
   Wealth preservation

Corporate Services

We recognize the burden of designing, maintaining and testing corporate benefit plans. We will assist you with understanding the ever-changing regulatory environments and growing options. We work in conjunction with strategic partners to:

   Assess company benefit needs
   Establish and implement 401(k) retirement and benefit plans
   Review plans and evaluate new options
   Provide active management of plan assets
   Facilitate and execute a 10b5-1 plan

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.