Emerald Advisors - Bedford, New Hampshire
  • Home
  • About
  • Services
  • Resources
  • Contact

SERVICES

With more than 35  years of combined experience and industry knowledge, we’ve seen it all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income strategies and adhere to the Golden Rule in every recommendation—only providing clients with options we would use ourselves.

Our service offering helps protect your retirement income from unexpected events while assisting you with setting and reaching your retirement income and personal goals so you can live confidently. These client-focused services and products include: 
  • 401(k) rollovers.
  • Business succession planning.
  • Disability insurance planning.
  • IRA rollovers.
  • Life insurance.
  • Long-term care.
  • Medicaid planning.
  • Retirement income planning.
  • Social Security maximization.
  • Tax-efficient strategies for individuals. 
Download
the 10 Steps to a Successful Retirement  guide by clicking the button below.  If you have any questions or concerns about your own retirement income situation, please contact us and we'd be happy to assist you.
DOWNLOAD
Picture
Picture

17 Pondfield Road
Bedford, New Hampshire 03110
Picture

HOME
ABOUT
​SERVICES
RESOURCES
CONTACT

Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
* Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.  Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.

​
  • Home
  • About
  • Services
  • Resources
  • Contact