Andrew Broady / Financial Advisor in Londonderry, New Hampshire

Here, at Applied Capital Management, we are comprehensive planners. We are versed in estate planning and tax preparation (although we don’t offer this to clients, we can help you find a competent attorney and CPA should you need one). Our focus is on – cash flow/budgeting, retirement planning, college savings (if applicable), risk management (including health and life insurances), and investment management.

Specialties

401k Rollover 403B Plans Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance ETFs Family Financial Planning Fee Only Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Consulting Investment Management Investment Services IRA Legacy Planning Mutual Funds Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Stocks Sustainability Women's Issues Young Investors