Broker Check


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


George K. Slyman,CFP®, ChFC

Financial Planner

(603) 878-5000

George’s goal is to assist his clients in working towards financial independence and then managing their resources after retirement.
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Deb Dussault


603-471-0900 ext. 236

Deb has 30 years experience in the administrative support, 15 of those years with our firm in the financial service industry. She heads up our virtual assistant program...
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Matthew H. Eaton

Research Director

(603) 878-5000

Matthew H. Eaton, CLU, ChFC, CFP®, has been with us for more than 30 years. In his role as Research Director, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.
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Anna-Marie (Marie) Smith

Financial Planner

(603) 878-5000

Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, has been with us for 20 years. Marie helps create detailed financial plans for our clients, leveraging her extensive experience and state of the art financial planning software.
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