A complete list of active advisors currently associated with T.S. Financial Planning
Warmer can help you find a great advisor at T.S. Financial Planning or one who fits your needs even better.
The firm provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. Offerings include discretionary and non-discretionary portfolio management, full and ongoing financial planning, and ERISA plan services as either a limited 3(21) fiduciary or a 3(38) investment manager. The adviser tailors strategies to client objectives using analytical methods such as Monte Carlo simulations and technical analysis, with periodic monitoring, rebalancing, and at least quarterly account reviews. Financial plans are typically delivered within about 60 days (contingent on timely client documentation), and clients receive ongoing check-ins for implementation and adjustments. Distinctive for a small independent firm, it provides pension consulting and can assume fiduciary duties for workplace retirement plans—a service offered by relatively few peers. The adviser also maintains an affiliated insurance practice (approximately 40% of time) and discloses receipt of commissions, and the firm manages about $3.2 million for roughly 22 clients, indicating a small, advisor-led client base.
To learn more about the advisors currently working at T.S. Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Derry, NH
| 6
|
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