Financial Planning in Portsmouth, NH
For entrepreneurs, individuals, families, retirees, and those experiencing life events.
Serving Portsmouth NH, Portland ME,
Boston MA, and beyond.
Plan Strategically. Live Abundantly.
No matter where you are in your life, Guyton/Forge is here to help. We are licensed to offer financial planning services and have a proven track record of 35 years experience.
Whether you are just starting to save, currently working hard to accumulate wealth, looking towards your retirement, or considering how to distribute your estate, we will work hand-in-hand with you to…
Define and refine your goals
Assess the access you currently have to your money (no matter the amount)
Create a customized financial plan for you and your loved ones to live comfortably
Building Financial Well-Being That Lasts
Life changes and the savings you need today likely look much different than what you’ll need next year or in the years to come. A solid financial plan is one that evolves to meet your needs as they change over time for you, your family, and for some, even your business.
We serve a range of clients in NH, MA, and ME, as well as throughout the United States through flexible virtual meetings. Let’s build your financial plan today.
Individuals, Families
& Retirees
- Investment Planning
- Income Tax Planning
- Life Insurance Planning
- Disability Insurance Planning
- Education Planning
- Fixed-Income Planning
- Retirement Planning
- Estate Planning
- Risk Management Planning
- And more +
Entrepreneurs &
Business Owners
- Exit Planning
- Retirement Income Planning
- 401(k) and Simple IRA Plans
- Life Insurance Planning
- Disability Insurance Planning
- Risk Management Planning
- And more +
We will design a financial planning strategy that guides you on how to save and spend money on your terms so that you can enjoy what you work hard for in life. Our financial planning services ensure that you have the proper protections in place so that your plan doesn’t fall apart at the first signs of adversity. Our promise is to make sure that there is no single point of failure in your financial plan, and no risk that can’t be easily mitigated.
Our Financial
Planning Process
Data Checklist
Collect a lot of relevant
data to assess your
current situation, needs,
and objectives.
Define Goals
Prepare a proposal that encompasses goals,
areas to be addressed,
and fee. We do not
require a minimum
account balance or
minimum of investable
assets for you to work
with us.
Design Strategy
Develop models and
make observations and recommendations about Financial Protection,
Asset Growth, Income
Planning, and Business
Planning as necessary.
Implementation &
Ongoing
Management
As part of the planning
process, we prepare
written outlines to
describe observations
and strategic
recommendations. Once approved, we move
ahead with
implementation and
manage and service
accounts as necessary
based on yearly
touchpoints.
NEW: CASH FLOW PLANNING
Gather savings at the source and choose when to put your money to work. Cash Flow Planning is part of a community of savers and their advisors forging a new path toward financial independence.
