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.
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What Is a 1035 Exchange?
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Put It in a Letter
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This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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A presentation about managing money: using it, saving it, and even getting credit.
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