ascutney financial group

Achieve True Happiness

for your days ahead

Listen to new episodes of The Happier Retirement Podcast!

Our Focus

Our focus is simple, to help you reach your goals. We know when we focus on our clients’ needs and objectives, we build relationships that last the lifetime of your retirement. We know that superior client service is the center of what we do at Ascutney Financial. We follow a model that emphasizes education and coaching in our communication, so our clients know and understand their options before they make any decisions.

OUR PROCESS

The AFG Process

The AFG Process is a collection of proprietary strategies designed to help you maximize the impact of your investments, achieve your financial planning goals and minimize taxes.

The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, & Navigate. Learn more >

The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, & Risk Management Planning. Learn more >

The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities:
Yield, Protection, Balance, & Growth. Learn more >

The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, & Meticulous Monitoring. Learn more >

Do you have a coordinated Income Plan keeping you on course to your goals?

An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.

 

Is your portfolio prepared for the transitions in your financial life?

It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.

Listen on Your Favorite Podcast Station

The Happier Retirement Podcast

On The Happier Retirement Podcast your hosts, Guy Alderdice and Jordan Rich, will talk about how planning TODAY can lead to a happier retirement tomorrow.

THE LATEST

Market Insights

Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets.

Ready to take the next step?

Let’s get started, together.