Sweeney Financial Management SFM

Financial Planning Consultants, Accounting Services, Financial Planners

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(603) 625-8400Call Visit WebsiteVisit Website Map & DirectionsDirections575 Front StManchester, NH 03102 Write a ReviewWrite Review

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Hours

Regular Hours Monday CLOSED, Tuesday CLOSED, Wednesday CLOSED, Thursday CLOSED, Friday CLOSED, Saturday CLOSED, Sunday CLOSED

Places Near Manchester with Financial Planning Consultants

Pinardville (3 miles)
Bedford (8 miles)
Hooksett (10 miles)
Goffstown (10 miles)
Auburn (11 miles)
Suncook (13 miles)
Dunbarton (14 miles)
Bow (14 miles)

More Info

Payment method: cash, visa
Neighborhoods: West Side Manchester, Northwest Manchester
Other Link: https://www.sfmllc.net
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (603) 625-8400

Address: 575 Front St, Manchester, NH 03102

Website: https://www.sfmllc.net

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Sweeney Financial Management SFM

Tax Planning
Income Tax Planning – Portfolio management includes implementing an effective income tax strategy. SFM will help you determine the best time to realize income taxes, attempt to reduce the overall amount of income taxes that you pay, and shift your current or future tax liabilities in way that is the most beneficial to your individual situation.
Tax Services
Income Tax
Your financial life involves far more than just investments. From understanding the basics of a first time home purchase, how your investment strategy can affect your income taxes, to how you can best save for a child’s education; your financial life is complex and ever-changing.

Investment Management
SFM specializes in both financial planning and investment management. Think of financial planning as the process of creating a future road map. Here, we will learn about what you deem most important in life and help you develop a plan to ensure a sustainable financial future. Alternatively, you can think of investment management as the thinking and research that goes into determining the investments that will help you reach your long term goals while taking on the least possible amount of risk. Financial planning takes a broader look while investment management is more targeted.
Mutual Funds
SFM was founded on the principal of aligning the interests of the advisor with the interest of the client. Operating as a fee-only financial advisor allows us to do just that. The only source of revenue that we receive is from our clients. We do not and cannot accept any type of compensation from mutual fund companies, insurance companies, third party research firms, or broker dealers. This allows us to focus on the best investment for our clients and to ignore the investment that puts the largest commission in our pocket.

Accounting Services

Financial Planning
Personal Meetings – What are your priorities and goals? Meet regularly with a Financial Planning Professional to discuss your financial life. Discuss near term goals and future goals. We will provide you with financial projections to help you visualize the decisions you have ahead of you.
Retirement Planning
Retirement Planning – This step encompasses the discussion of many topics that are integral to creating a complete retirement plan. We review expected social security benefits, current retirement investment accounts, assets, liabilities, and retirement goals.
Asset Management
College Funding
Education Planning – There are many strategies and investment vehicles available to help you or your children save for future education costs. With the price of college tuition ticking up every year, it is becoming more and more important to save for college in a safe, smart, tax efficient way. SFM will help you do this by recommending one of the following investment options depending on your individual situation: Mutual Funds, UGMA/UTMAs, Coverdell Education Savings Accounts, and Section 529 Plans.

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