Our Firm
Our Clients are people who appreciate working with someone who cares about them. Personalized services include numerous areas in meeting personal and business needs.
We will work with your tax and legal advisors to address the following needs.
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Personal Needs
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Business Needs
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Comprehensive Financial Plan*
Estate Planning Services
Retirement Planning
Education Funding Strategies
Managing Cash Flow
Developing Investment Strategies
Determining Insurance Needs
Managing Financial Risk
Planning For Care of Elderly
Minimizing Income Taxes
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Comprehensive Planning
Business Continuation Planning
Establishing A Retirement Plan
Setting up Executive Benefits
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*Financial Planning services offered by William R Verhagen, CFP®, CPA, CFS, an approved financial planner with New England Securities Corp.
New England Financial and it's representatives do not provide tax or legal advice. Please consult with your own tax and legal advisors for such guidance.
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