Comprehensive Financial Planning Services

Retirement Saving

Pension Fund Managment

Executive Compensation

Your Financial Services Team

Thomas Burke

Phil Melanson

What will your retirement look like?

Let's begin building your retirement plan today.

In today's complex world, we could all use a little help. We would love to be chosen as your trusted advisor firm. Please let us know how we can be of assistance.

Our Services

Succession Planning

Find out how to protect your financial independence and the future of your business with a comprehensive succession plan.

Succession Planning

Life Insurance

Discover the many reasons it makes sense to purchase life insurance and how to determine your financial needs. Learn more about life insurance here.

Life Insurance

Retirement Planning

It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.

Retirement Planning

Estate Planning Strategies

Minimize your tax liability while preserving your wealth. Find out how to structure your estate plan to do both, here.

Estate Planning Strategies

Our Team

Thomas M. Burke

Tom has been advising individuals and business owners for over 20 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.

Philip Melanson, CRPC^®

Phil has been advising individuals and business owners for over 25 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.

James has worked in the securities & financial planning business since 1996. He began working for Secure Planning, Inc., a Registered Investment Advisor in the Portsmouth, NH area, & after two years, moved to Hartford, CT, to work for WS Griffith Securities, Inc. in the Business Practices Department.

Karen Mazukina

Quotables

The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.

Woodrow Wilson

28th President of the United States

Give me six hours to chop down a tree and I will spend the first four sharpening the axe.

Abraham Lincoln

16th President of the United States

There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.

John F. Kennedy

Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.

Thomas Jefferson

3rd President of the United States

What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.

Ralph Waldo Emerson

Author

Our Services

Thomas M. Burke

Philip Melanson, CRPC®

James Landry, ChFC

Karen Mazukina

Philip Melanson, CRPC^®