Investment Planning & Retirement Accounts

As an independent fiduciary advisor serving the Monadnock Region, I help clients make clear, confident decisions with their retirement accounts and investment assets. My only focus is what is best for you — with no product pressure and no hidden agendas.

Rollover your 401(k) & IRA
I help you decide whether to roll over an old 401(k) or pension, consolidate accounts, and choose the right destination for your money.

Roth Conversions
Strategic Roth conversions can reduce future taxes. I analyze whether (and when) a conversion makes sense for your situation.

Portfolio Review & Management
I review your current investments for risk, fees, diversification, and alignment with your retirement goals, then make recommendations or manage the portfolio for you.

Retirement Income Planning
I help turn your savings into reliable income so you can spend with confidence in retirement.

Common Questions I Answer

  • Is my current investment mix appropriate for my age and goals?

  • Am I paying too much in fees?

  • Should I roll over my 401(k)?

  • Is a Roth conversion a good idea for me?

  • How should I invest differently once I’m retired?

Ready to review your investments?
Call or text Tom at (603) 491-4092 for a free, no-obligation consultation.

Ready to review your investments