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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.

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

 

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

When Markets React

When markets shift, experienced investors stick to their strategy.

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