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Home > Financial Planner Directory > New Hampshire > Concord > John R. Heise, CFP®, CLU, ChFC,CLTC
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John R. Heise, CFP®, CLU, ChFC,CLTC

Atlas Financial Group, LLC

9 Franklin Street
Concord, NH 03301
Phone: (603) 581-7125
Fax: (603) 737-0319

Toll-free: (888) 568-5268

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Government & Military
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.