ascutney financial group

Achieve True Happiness

for your days ahead

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Our Focus

Our focus is simple, to help you reach your goals. We know when we focus on our clients’ needs and objectives, we build relationships that last the lifetime of your retirement. We know that superior client service is the center of what we do at Ascutney Financial. We follow a model that emphasizes education and coaching in our communication, so our clients know and understand their options before they make any decisions.

OUR PROCESS

The AFG Process

The AFG Process is a collection of proprietary strategies designed to help you maximize the impact of your investments, achieve your financial planning goals and minimize taxes.

The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, & Navigate. Learn more >

The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, & Risk Management Planning. Learn more >

The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities:
Yield, Protection, Balance, & Growth. Learn more >

The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, & Meticulous Monitoring. Learn more >

Do you have a coordinated Income Plan keeping you on course to your goals?

An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.

Request an Income Plan
 

Is your portfolio prepared for the transitions in your financial life?

It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.

Request a portfolio analysis

Listen on Your Favorite Podcast Station

The Happier Retirement Podcast

On The Happier Retirement Podcast your hosts, Guy Alderdice and Jordan Rich, will talk about how planning TODAY can lead to a happier retirement tomorrow.

THE LATEST

Market Insights

Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets.

Featured
Eye of the Beholder
Eye of the Beholder

Current market affairs offer a myriad of insights for Investors to consider. Economically, there's a prevailing sense of optimism and confidence permeating through various sectors of the market. This positive sentiment has translated into key trends, including surging stock prices, resilient real-estate valuations (despite higher mortgage rates), and stable interest rates on many fixed income securities.

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Impactful Moats
Impactful Moats

Maintaining market leadership presents formidable challenges. Competitors inevitably converge wherever there's a frontrunner, aiming to capitalize on their success and potentially overthrow them. James Madison, one of America's Founding Fathers, vocally opposed opening a federal bank to serve the treasury needs of a nascent American government.

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Expect the Unexpected
Expect the Unexpected

The new year kicked off with several unforeseen events spanning global logistics, sports, and financial markets which have captured public attention. Notably, the Detroit Lions' unexpected journey to the NFC Championship game in the NFL, completing an impressive regular-season performance, took many by surprise.

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Let’s get started, together.