Dan Hagler, CFP®, AEP®, is a recognized Financial Instructor, Best Selling Author, Speaker, and Retirement Planner seen on WMUR-ABC, and other NBC, CBS, and Fox affiliates, Wall Street Journal’s Market Watch, Yahoo Finance, Reuters, Boston Business Journal, New Hampshire Union Leader, Business NH Magazine, and Seeking Alpha. Dan is the Co-Author of RETIRE ABUNDANTLY, BUILD WEALTH Like A Shark, and Retire Like A Shark, with Kevin Harrington, original Shark…
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…
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Securities offered through Osaic Wealth, Inc. member FINRA / SIPC. Investment advisory services offered through Granite State Retirement Planning, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Granite State Retirement Planning, Inc. and Osaic Wealth, Inc. are unaffiliated.
