Simplifying Financial Lives
One personal conversation at a time since 1998

 

   > Financial & retirement planning

   > Investments

   > Estate & inheritance planning

   > Easy retirement plan rollovers

   > Life, disability income and LTC insurance

 

> As an objective independent financial advisor located in Merrimack, NH our client relationships are what sets us apart from the big financial companies.

> We strive to help people like you make sense and manage all aspects of their financial lives, or perhaps just help with one issue like rolling over a retirement plan from a previous job or getting the right amount of life insurance.  Put simply, we take your financial concerns and replace them with "peace of mind" solutions.  Our Services.

> These days people tell us that they are looking for that personal touch, a lasting relationship and expert advice.  Unfortunately, trusted relationships have been replaced by call-centers, which is good news for us and explains why we are helping more people than ever; so why settle for less?

> A trusted local financial advisor is just a call  888-878-0584 or a message away.

> Initial consultations are always FREE and with no pressure.

JPB Financial, Financial Planning Consultants, Merrimack, NH
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

More Newsletters →