CONGRATULATIONS ON YOUR NEW HOME!!

                                              NEW HOMEBUYERS FINANCIAL ADVICE PACKAGE

                                             NEW HOMEBUYERS FINANCIAL ADVICE PACKAGE

 
 

Once things settle down, but before you get back into your routine, consider a session with a financial advisor.

OUR NEW HOMEBUYERS PROMOTIONAL PACKAGE INCLUDES:

All of the recommendations and advice you need to build a personalized investment strategy. You’ll get a comprehensive one-time review of your finances and a detailed report of recommendations for all your accounts and goals. You'll also have access to the financial planning portal for one year so you can check on your progress.

Other ongoing services such as investment management and family office services are available to interested parties, but not required to take advantage of the offer.

We’ll cover IRAs, 401(k)s, retirement, savings, CDs, investment accounts, 529 education accounts, insurance, budgets and any other financial matters you have questions about.

Schedule a free consultation to learn more about this offer and what's specifically included.

IMPORTANT DETAILS:

  • Offer expires 30 days after moving into a new residence
  • Regularly $1,475. Pay just $475, and save $1,000
  • Independent, fee-only, fiduciary assessment
  • Investing and investment management involves risk, including the loss of your initial investment or any investment gains.
  • Past performance is no guarantee of future results.
  • Please invest prudently and seek professional help from a financial advisor, investment manager, accountant, CPA, lawyer or other professional on matters that you are unsure of or that are unique to your personal circumstances.
  • Financial Planning and Investment Management services provided by J. Bradford Investment Management, Nashua NH
  • Offer ends June 30, 2017