📍 15 Constitution Dr, Bedford, NH, 03110
📞 603-305-1137
🌐 www.masterplanwealth.com
Independent fee-only wealth management firm offering financial planning and investment management services to individuals and small businesses. Phil Royal, Certified Financial Planner (CFP), serves clients primarily in New Hampshire and North Carolina and does business in several other states. As an independent fee-only firm we only have YOUR interests in mind and not the interest of a bank or broker-dealer. Investment Management services are provided in-house and not delegated to a 3rd party like many other firms. Phil specializes in the area of investment management and he can show you how he manages his clients' wealth in ways designed to outperform in up-trending markets and protect your wealth in down-trending markets. Achieving this with lower risk when compared with most buy-and-hold investment strategies.