ascutney financial group
Achieve True Happiness
for your days ahead
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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 >
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.
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