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.
Rightsizing for Retirement
What does your home really cost?
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
It may help your business be better prepared in the event of the death of a principal or key employee.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.