Jeff Boutin, Financial Advisor
Financial Peace Ahead...

CONNECT

Address:

65 Erik Street
Merrimack, NH 03054

Phone:

(603) 494-9440

Fax/Other:

(866) 766-5676

FREE financial consultation ~ just click

 


Our Promise

Rest assured that when we meet for your complementary consultation, you will not need
to bring your checkbook and we will not be sending a bill.

Our Objective

This valuable time together is used to discover if there is a good fit between us,
to understand your needs and determine how we can best help you
.

Your Choice

In this meeting you will have questions as will we.  If you feel that we are a good fit
for you, we then agree to get working on your needs in a follow-up meeting.


What happens in your FREE consultation? 

  • We listen.

  • We gather an understanding of what your concerns and goals are.

  • We expect that you will be doing most of the talking - we want to understand your own unique situation.

  • We express any initial dangers or opportunities that we identify based on what you told us.

  • We help you understand what can be done to address your concerns and goals.

  • If we all feel that needs should be addressed, we then talk about how you would like to proceed.

  • Once an agreement is made on how you would like to proceed, we then discuss the various flexible options of working together


>Transparency > Integrity > Flexibility > Fee - Based > Objective



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck