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•
Financial Planning
• Investment Management
• Retirement Planning
• Estate Planning
• Tax Planning
• Education Planning
• Fiduciary Analysis &
 Reviews
Listen to Ames Planning’s
Carl Amos Johnson
on the Focus
on
Fiduciary Show
As fiduciaries, Ames Planning Associates pledges to act in
good faith and in the best interests of clients.
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Services
Trusted fee-only financial planning services and investment
management
Achieving your financial life goals requires careful, thoughtful
planning. Ames Planning Associates provides highly personalized
and objective fee-only financial planning and investment management
services to clients in New Hampshire, New England and beyond.
A financial strategy that matches your life goals
With an eye toward where you are in life — building a career,
growing a business, investing for your children’s education, or
planning for retirement — we create a customized and integrated
financial strategy that matches your objectives. In this process,
we simplify what can be complicated concepts, making them understandable
and useful. Our goal is to increase your level of comfort and
understanding, giving you time to focus on business and family,
rather than finances.
Truly objective financial planning advice
With our fee-only financial planning services, you receive financial
advice and investment recommendations that are in your best interest.
Ames Planning Associates has no affiliation with any brokerage
firms, mutual fund companies or money managers and receives no
commissions. We are compensated by clients for hourly financial
planning services or quarterly for comprehensive services after
they are provided. Your initial visit with us is complimentary.
Financial stewards of your life
As members of the National Association of Personal Financial
Advisors (NAPFA®), the country’s top organization of fee-only
financial advisors, we act as fiduciaries — financial stewards
of your investments — to help you achieve your financial life
goals.
Contact us to learn more about
working toward your life goals with our fee-only financial planning
and investment management services.
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“We offer more than
just financial security — we have a much broader interest
in our clients’ lives and in their attainment of life
goals.”
Ames Planning
Associates
CLIENT
RIGHTS
As
a financial planning client,
you have a right
to a financial
advisor who:
| demonstrates integrity |
| offers objective advice |
| acts professionally |
| displays competence |
| is diligent |
| treats you fairly |
| gives you the time and
attention you need |
| protects your privacy |
Ames Planning
Associates pledges to provide these rights to clients.
Disclosure
Statement
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