Phase 1

OPTION 2

I. Vision – What You Want

We will help you articulate and clearly define what you want to accomplish with your family wealth by helping you: 1. Draft a Legacy Vision Statement; 2. Detail your Wealth Priorities and 3. Outline specific Financial Goals.

Presentation

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Presentation

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Contact

360 Route 101 - Suite 1301 | Bedford, NH 03110

603-472-4447

media@gsrpnh.com

https://www.protectedretirement.com

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

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.

Triad Form CRS.

Broker Check (by FINRA)

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.

Phase 1

OPTION 2

I. Vision – What You Want

Phase I: Vision – What You Want

Phase I:

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