255 Daniel Webster Highway
Merrimack, NH 03054-4807

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Don Roy, CFP®, CFS, RFC

(603) 429-0968

 
Making Your Tax Bracket Work Making Your Tax Bracket Work The Cost of Procrastination The Cost of Procrastination Exit Strategies of the Rich and Famous Exit Strategies of the Rich and Famous

Welcome

At New England Wealth Advisors we offer investment and financial planning services to individuals, business owners and non-profit organizations through our relationship with Securities America, Inc. and Securities America Advisors, Inc. Pictured to the right is our office building located at 255 Daniel Webster Highway, Merrimack, NH 03054. Our regular office hours are M - F, 8:30 AM - 4:30 PM, however, our appointment schedule has extended hours. For more information please call our office at (603) 429-0968.

 
Office Update


Don has been invited and will attend a Managed Money Conference at the Ritz Carlton Amelia Island, FL from November 3 – 6th, 2014. Some of the categories for discussion are: Is Estate Planning Worth it? Value Investing, Institutional Asset Allocation Solutions, new Investing Concepts and Incorporating Non-traditional Fixed Income into Your Asset Allocation.

In addition to the NEWA Wealth Portal resource that we recently introduced to clients, we have two new planning resources available. The first is Social Security Wise, which is an educational resource for helping to maximize Social Security benefits. The second is a One Click Health Estimator, which can provide cost estimates for health conditions mapped to different age levels.

Quote

“Ability will enable a person to get to the top, but character will keep them from falling." 

 

 

Helpful Content

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Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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