Get the Most From Your Retirement Plans

Mission

"I help business owners prioritize among competing business goals, so they can get the most from their retirement plans."

Your Retirement Plan Strategy—What Matters Most?

Retirement plan success does not happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes hard work, discipline, and, most importantly, planning.

Because many of the decisions you make and actions you take could have a significant impact on your business, your employees, and your future financial situation, developing a vision that creates alignment between your values and your retirement plan strategy is a critical first step.

Choosing someone who has the knowledge, expertise, experience, and resources to guide you in developing a plan to achieve your vision, and a process designed to help you manage your retirement plan strategy is the next.

Through a process of discovery, I take the time to get to know you and your business, so we can develop a retirement plan strategy that brings alignment between your values and your unique vision.


Alderfer Planning & Wealth Management

R. Bradley Alderfer, J.D., CFP®, WMCP®, CRPS®, QPFC
Wealth Management Advisor


Alderfer Planning & Wealth Management

  • Office 603-206-6025
  • Mobile 603-661-1021

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.