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Our Process and Approach

Each client is unique and deserves a plan that is reflective of their specific needs and objectives. Our process begins with a thorough understanding of these important elements, along with your philosophy.

While many advisors consider their job to be simply investment selection, we take a holistic approach and don’t stop there.  For executive benefit and retirement plan clients, we take a broad view of the issues you face as a plan sponsor and work to help you manage the important responsibilities you have to both the company and its employees. For private wealth clients, we take a long-term, balanced approach to planning. Your life is not a static event, and your financial plan should be dynamic to account for changes in needs and objectives. .

Contact Us to learn more about working with The Cowles Group.

Company Disclaimer

Financial Planning Services offered through The Cowles Group of NH, LLC ("The Cowles Group"), a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC/ BrokerCheck to residents of (NH, MA, ME, NY, NC & LA).  Investment Advisory services offered through through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. The Cowles Group and Cambridge are not affiliated.

 

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