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.
Work with Us in 3 Easy Steps
Step 1. Discover
Schedule a discovery call to sit down with us and discuss what your ideal retirement looks like. You will have a lot of questions and this first meeting is an opportunity to establish a comfort level. We can see where you are in your retirement planning and what your goals are.
Step 2. Evaluate
Using our time-tested process, we’ll examine your current financial situation and determine your retirement needs. We work together to identify and prioritize your goals. This process aims to provide you with a clearer understanding of what you want and when you want to get there.
Step 3. Plan
We have worked together to define your priorities and we have created a custom strategy built for you. Your plan defines the action steps and recommendations that work for you and will help you reach your unique retirement goals.
What to Expect
Working with a Fiduciary Firm
Guy Alderdice Jr. has a fiduciary duty to provide services consistent with the Client’s best interest. But what does that mean to you? It means… a fiduciary puts YOU first.
A fiduciary is a common term for a financial advisor who serves under the fiduciary duty. These professionals have pledged to make recommendations with your best interest in mind, rather than their own financial benefit. They also disclose any potential conflicts of interest as they advise you on potential investments you may wish to make.
As part of its investment advisory services, the Advisor will review client portfolios on an ongoing basis to determine if changes are necessary based upon various factors, including, but not limited to, investment performance, fund manager tenure, style drift, account additions/withdrawals, and/or a change in the Client’s investment objective.
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.
Instant Download
Events
Attend one of our informational virtual webinars.
Please check back soon for upcoming events.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we’ve developed a special webinar that has already helped many people nationwide navigate the retirement tax maze.
WEDNESDAY, NOVEMBER 9, 2022 @ 7PM
Taxes in Retirement
THURSDAY, NOVEMBER 10, 2022 @ 10AM
Webinar: Taxes in Retirement
About Us
With over 20 years of providing clients with information and time-tested financial solutions, we’re here to help you. We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy using a holistic planning approach, to help you address your financial needs and concerns.
Guy Alderdice Jr,
President & Founder
Meet Our President & Founder
For over 20 years, Guy has worked closely with his clients, pairing up his financial expertise with each of their unique needs. Having grown up in Vermont, he now raises a family there. He believes everyone has a story, and his process involves first getting to know each client’s unique situation. Guy’s promise is that he will always put your best interests first.
Guy Alderdice Jr,
President & Founder
Meet Our Founder
Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy. Our goal is to help you achieve true happiness for your days ahead.
What does your retirement mean to you?
Retirement isn’t the final chapter in the book of life. But rather, a new beginning.