Find a Financial Planner in Franklin, NH

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Franklin, NH.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Franklin Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Franklin, NH


  • Financial Advisor Close to Franklin, NH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Franklin Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Franklin area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Franklin can include managing client retirement accounts, investments, tax plans, and more.
24.8% of Franklin's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Franklin area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Franklin area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Franklin area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Franklin area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New Hampshire has unique laws defining which actions trigger a taxable event and has the 5th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Franklin area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Franklin area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Franklin, NH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Franklin, NH

We evaluated over 13,000 RIA firms to bring you the best of the best Franklin financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Franklin, NH?

  • Population: 8,623
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $163,400
  • Average Monthly Housing Cost: $1,011
  • Average Household Income: $65,931
  • New Hampshire Total Tax Burden: 6.84% (5th Lowest in U.S.)
  • New Hampshire Property Tax: 5.47% (Highest in U.S.)
  • New Hampshire Individual Income Tax: 0.13% (9th Lowest in U.S.)
  • New Hampshire Sales and Excise Tax: 1.24% (3rd Lowest in U.S.)


The Top Financial Advisor Firms in Franklin, NH


INDEPENDENCE FINANCIAL ADVISORS, LLC

Website

(603) 934-4445

402 Central Street

Franklin, NH 03235

SEC#: 801-81025
Years in Business: 6 years