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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.

 

Helpful Content

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The New Red Scare: Chinese Ownership of U.S. Debt

Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

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 Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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