Everyone has a story.

You're unique, so are your financial needs

With 20 years of providing clients with information and time-tested financial solutions, we’re here to help you.

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.

Now, more than ever before, creating a strategy for your income in retirement is crucial for a successful future. Things are always changing, with emerging technology, changes to the economy, and even how you choose to spend your money.

We’ve found that the majority of pre-retirees that visit us don’t have a pension, and one of their main concerns is outliving their money in retirement. There are a lot of companies out there, and not all are created equal. Here at Ascutney Financial Group, we carefully look at all the options to find the right solutions for you.

We believe that a secure retirement isn’t impossible to achieve. We take the time to talk you through the entire process. We will work with you to build the right strategy to create income throughout your retirement years.

You deserve a retirement that lets you live the lifestyle you’ve always imagined, and we’re here to help you achieve that goal.

At Ascutney Financial Group, we’re here to help you create an enduring legacy for the ones you love. We believe that a sound estate plan should ensure that your assets are passed on to your intended beneficiaries, while paying the least amount of taxes possible and avoiding probate.
We know that protecting the wealth you have accumulated during your retirement years is one of the most important goals you have. This is not an easy task as there are many areas to protect against. We will work to create a personalized strategy that takes market losses, liability losses and long term-care expenses into consideration.
Understanding the Social Security system can be a daunting challenge. With so many different options, on when and how to file, it’s hard to know which is the best filing strategy. We will help guide you to your optimal filing strategy, based on your specific situation.

Ready to take the next step?

Let’s get started, together.

Ready to take the next step?

Let’s get started, together.