Dan Hagler is our Founder and Chief Executive Officer. He is a recognized Financial Instructor, Author, Speaker and Wealth and Tax Planner. Hagler and his professional insights have appeared in various publications, including New Hampshire Union Leader and Business NH Magazine. As a Continuing Education Instructor, Dan has instructed attorneys, accountants, bankers, and financial planners in advanced tax reduction, retirement and estate planning. In addition to sharing his expertise, he…
Joining our team in the spring of 2010, Bonnie is a 15-year veteran in the field of customer and client services. Bonnie is responsible for the day-to-day office operations and administration leadership at our Bedford, NH firm. Some of her responsibilities include new client admissions, account establishment, client communications, asset transfers, claims, distributions, special event planning, preparing and processing paperwork, generating review reports and directly assisting the advisors as…
Grace is a 2014 graduate of the University of New Hampshire’s Peter T. Paul College of Business and Economics, one of the top 5% AACSB-accredited business schools. After graduating with a Bachelor of Science degree in Business Administration, she joined Granite State Retirement Planning, Inc. as their Marketing and Advertising Coordinator and directly assists in Client Services. Grace is responsible for direct marketing, newsletters, promotional events, social media outreach,…
A graduate of the University of Vermont, Kristen joined the firm in June 2012 as a member of the client services team. She strives to provide an exemplary level of service to each and every client. Prior to her employment at Granite State Retirement Planning, Inc. Kristen worked in client services at AT&T, as well as a busy chiropractic office, where she was recognized for her sincerity and ability…
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
Investments, products and services available only to residents of: California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Maine (ME), Massachusetts (MA), Nebraska (NE), New Hampshire (NH), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Vermont (VT)..
Form CRS, click here.
Securities offered through Triad Advisors, LLC Member FINRA / SIPC. Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Granite State Retirement Planning, Inc. and Triad Advisors are unaffiliated.
