Proactively Managing Change to Help Achieve Optimal Outcomes
For over twenty years, the professionals at Hanover Financial Group have offered advisory services aimed at helping clients proactively manage change to help create optimal outcomes. As your advocate, we will listen, guide and inform you about the various scenarios that will help you meet your short and long term goals.
All too often individuals assess their financial health by looking only at their investment portfolio. Our holistic, integrated wealth planning process begins by getting to know you, your dreams, ambitions, and concerns. Looking at the range of wealth management issues we help you develop a suitable, customized plan that will help you effectively manage your financial, personal and family health and well-being. As a member of your team we collaborate with your accountant, attorney and other advisors to create a common vision and plan to help you achieve optimal outcomes.
As your advisor, we strive to help you successfully manage the voyage ahead and develop an effective plan that will help you to generate optimal outcomes. Call for your complimentary consultation today. (802) 253-0160.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There are things about Social Security that might surprise you.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
That big list of dreams and goals isn't the only way to look at your bucket list.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.