We meet with clients three ways:
- In our office in Laconia, NH.
- Through web conferencing where you can see us, and our computer screen, on your own computer, from almost any location. You avoid the time, inconvenience, expense of traveling to see us. Your spouse can even join our meeting from a different location. Our team will walk you through the process of joining our meeting, if you need assistance.
- We frequently arrange travel days to visit clients. When convenient, we can arrange to meet with you closer to your home or business.
Use the button below to schedule time with Michael H. Fogarty, CFP®
Use the button below to schedule time with Joel P. Arsenault, AAMS®
Use the button below to schedule time with N. Kevin Flaherty, CFP®