SFP believes you shouldn’t have to give up full control to achieve your goals. Our technology allows us to monitor your plan no matter where your assets are held. As life changes quickly, we’ll work proactively to help tackle your major financial concerns.
SFP’s pricing structure is upfront and honest. It’s our belief that clients should receive sound advice at a flat monthly rate.
Offices in Bedford NH, Nashua NH, and now Boston MA. We also offer online financial planning services to clients nationwide.