Comprehensive Financial Planning Services in New Hampshire
Based in Wolfeboro, New Hampshire, Mark Patterson is an Independent Registered Investment Advisor (RIA) offering comprehensive financial planning services to individuals and families approaching retirement in the greater Concord, New Hampshire area, including Manchester, Portsmouth, Dover, and Rochester.
Upon facing retirement, many individuals and families are looking for a financial advisor who can help them develop a comprehensive retirement strategy, from managing investments to building a predictable and consistent income to determining insurance products that may fit their needs. Mark seeks to offer New Hampshire based individuals and families assistance in these areas and help them pursue their financial goals.
Mark understands that the financial world of retirement can be complicated and confusing. With more than 20 years of experience in the financial services industry, as well as a Master of Business Administration in Finance, he is committed to working together with clients and helping them navigate retirement and financial complexities with a holistic planning approach.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding how a stock works is key to understanding your investments.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Understanding the cycle of investing may help you avoid easy pitfalls.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.