Ascutney Financial Group

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We are a holistic planning firm, working with folks 55 and older who are facing the increasing challenges of planning for and implementing a successful retirement plan. Since success looks different for everyone, it’s important that we get to know our client’s unique individual situations. Whether you’re trying to figure out ways to minimize your taxes in retirement, understand how much risk you should be taking in your investment portfolio, wanting to make sure you never run out of money in retirement or looking for ways to protect yourself and family’s assets against unforeseen health issues, we are here to help! We are a family-owned firm, so you won’t be just another account balance with us. Since our focus is working with retirees, we know the challenges you are facing, and we’ve built a team to handle all of the risks and threats that retirement may present you with. Be sure to check out our Team, with professionals who specialize in not only retirement planning strategies, but also taxes and estate planning.
When you retire....Our work begins!