Estate Planners of NE

Company:	Estate Planners of NE
Contact:	Eric Flaim
Address:	1 NH Ave, Suite 125, New Hampshire Ave
City:	Portsmouth
State:	NH
Zip:	03801
Phone:	603-766-4951
Fax:	866-496-4077
Email:	eflaim@epne.net
Website:	www.epne.net

As a federal employee, you may have experienced firsthand the difficulty in finding a financial advisor that understands the complexities of your CSRS or FERS benefits. Our team will work with you, enabling you to make the best decisions for your situation, potentially saving you money and headaches over the course of your retirement.

We strive to provide high quality, knowledgeable and personalized advice in areas of financial planning, risk/reward assessment and comprehensive investment management.

Estate Planners of New England is a Registered Investment Advisor (RIA), we have a fiduciary duty to our clients, assisting them to make the best decisions for themselves and their families. We take great pride in providing truly independent unbiased advice and solutions for our client's needs and goals.

Eric brings the same dedication and focus to his clients’ financial planning as he did earning spots on four Olympic teams and earning two medals for the United States in speedskating.

For federal retirement workshops and dates in the New Hampshire and Southern Maine area, visit: https://FedImpact.com/EPNE

Offering Advice Since

2003

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance

Licenses, Certifications, Education, and Affiliations

Designations: CRPC, APMA
Insurance Licenses: yes
Security Licenses: yes
Education: B.S. Business Management
Investment Advisor Registration: CRD #13 3353

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Aurora Private Wealth

Estate Planners of New England is a Registered Investment Advisor. Certain representatives of Estate Planners of New England are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211

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