Echelon Planning Group

Echelon Planning Group Echelon Planning Group can be your resource for all of your insurance and financial planning needs.

Because of our team’s diverse background and many years of experience, we can lend a hand in almost any financial scenario for our clients. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through The Patriot Financial Group. Echelon Planning Group, Patriot Financial Group and Securities America are separate entities.

In order to achieve financial health, we believe you need a holistic management approach that addresses spending and sav...
11/30/2021

In order to achieve financial health, we believe you need a holistic management approach that addresses spending and saving, investment management, debt management, insurance, taxes, estate planning, employee and government benefits, and every other aspect of your overall financial status. Learn more about us at: https://echelonplanninggroup.com/

Do you need help with Insurance? At Echelon Planning Group, we help our clients create retirement strategies that work f...
11/26/2021

Do you need help with Insurance? At Echelon Planning Group, we help our clients create retirement strategies that work for them. Check out our website to learn more about our services: https://echelonplanninggroup.com

Echelon Planning Group wishes you and yours a happy and healthy Thanksgiving!
11/25/2021

Echelon Planning Group wishes you and yours a happy and healthy Thanksgiving!

Call us at 603-224-2777 to setup an appointment to meet with a financial professional.
11/24/2021

Call us at 603-224-2777 to setup an appointment to meet with a financial professional.

Are you looking to learn more about our team? Check out our team page to learn more about who helps create retirement st...
11/19/2021

Are you looking to learn more about our team? Check out our team page to learn more about who helps create retirement strategies.

The Echelon Team David Hodgkins Managing Partner, Registered Representative, Certified College Planner 603.224.2777 ext 1 603.715.1626 [email protected] Linkedin Facebook David Hodgkins is a Registered Representative of Securities America, Inc., member FINRA/SIPC. Schedule a Meeting with David Scotty....

Schedule an appointment with us at 603-224-2777 to discuss your retirement income strategies.
11/17/2021

Schedule an appointment with us at 603-224-2777 to discuss your retirement income strategies.

Halloween has come and gone but, creating a retirement strategy is an ongoing process, and for some, it can be scary. Co...
11/12/2021

Halloween has come and gone but, creating a retirement strategy is an ongoing process, and for some, it can be scary. Concerns about retirement are enough to keep anyone up at night. But, it’s time to put aside the fear and take charge of your finances so your retirement years won’t be a troubling experience. Email [email protected] to receive our brochure to learn about what keeps you up at night.

We thank our veterans for their past and continued service to our country.
11/11/2021

We thank our veterans for their past and continued service to our country.

Your goal is a comfortable retirement. Our goal is to get your there. Schedule an appointment with us today at 603-224-2...
11/10/2021

Your goal is a comfortable retirement. Our goal is to get your there. Schedule an appointment with us today at 603-224-2777.

Just a quick reminder that Daylight Savings ends tomorrow at 2am so don't forget to set your clocks back one hour tonigh...
11/06/2021

Just a quick reminder that Daylight Savings ends tomorrow at 2am so don't forget to set your clocks back one hour tonight!

Attend one of our informational webinars to learn about Echelon’s Holistic Guidance. They are free to attend and we woul...
11/05/2021

Attend one of our informational webinars to learn about Echelon’s Holistic Guidance. They are free to attend and we would love for you to join us! Give us a call at 603-224-2777 to learn more or check out our website for upcoming dates.
https://echelonplanninggroup.com/

Plan ahead and work with us to help you minimize the impact of taxes on your retirement strategy. Schedule an appointmen...
11/03/2021

Plan ahead and work with us to help you minimize the impact of taxes on your retirement strategy. Schedule an appointment with us today at 603-224-2777.

Address

3 Carriage Road
Bow, NH
03304

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 5pm
Thursday 9am - 4pm
Friday 9am - 4pm

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