MULTIDISCIPLINARY APPROACH

INTEGRATED SOLUTIONS

 

We are an independent, integrated financial services company that helps our clients accumulate, preserve, protect and thoughtfully transfer wealth from generation to generation.

With the creation of value and opportunity comes complexity and responsibility. By understanding what matters most to our clients, we are able to craft holistic strategies that fit their unique philosophies and values. Our boutique, relationship-based model provides comprehensive solutions backed by institutional resources.

B&C Blog

A Tax Tale

We thought we’d have some fun with our Blog this month, so gather ‘round the campfire friends for a Tax Tale that may become the stuff of legend to be repeated around campfires for years to come. (Okay, maybe not.) Your narrator is Chuck Baldwin. “This is a true story of tax savings thanks to creative planning with some little known techniques. Some of names have been changed for all the usual reasons. So break out the marshmallows and lend an ear.“There once was a business owner who was very happy because his business was making lots of money. Let’s call him Max Tax. Read more

Make Your Company More Valuable: 7 Helpful Strategies

A business and its owner(s) maintain an interesting relationship. The interplay between the individual and the organization often represents a tremendous source of pride and accomplishment as well as a wellspring of stress and worry. Setting aside these feelings for the moment, a business more tangibly provides the means by which owners create value for themselves (let’s not forget other shareholders and employees). Generally speaking, value creation comes in the form of providing an earnings stream over the course of a business’s life that allows the bread to be put on the proverbial table. Read more

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Visit us

New Hampshire Office

Coldstream Park

116B South River Road

Bedford, NH 03110

(800) 639-2711

 

Visit us

New Hampshire Office

Coldstream Park

116B South River Road

Bedford, NH 03110

(800) 639-2711

 

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