Every year, January is recognized as Financial Wellness Awareness Month. This time is dedicated to broadening our knowledge of financial matters, cultivating money-management habits, and being financially ‘well.’ This time aims to encourage everyone to take stock [...]
Just as you schedule an annual health or car maintenance checkup, a year-end life insurance checkup is equally crucial. It serves as an opportunity to review your policy, adjust the coverage if necessary. Additionally, ensure that it [...]
As the year draws to a close, individuals need to prioritize their year-end financial tasks. These tasks help individuals work toward financial health, prepare for the upcoming year, and meet critical deadlines that can have significant implications [...]
Safeguarding wealth is a critical component of financial planning. As we approach 2026, it’s vital to understand strategies that may help preserve and grow one’s financial assets effectively. […]
During the holiday season, the spirit of giving is in the air. It’s a time to share gifts with friends and family, as well as aid those less fortunate. Charitable contributions not only provide a positive social [...]
As the year winds down, many individuals and businesses turn their attention towards preparing for the upcoming tax season. Diligent tax preparation can help minimize liabilities, maximize returns, and avoid potential complications or penalties. Here are some [...]
Understanding how interest rate changes affect annuity decisions is crucial to retirement income planning, as fluctuating interest rates influence annuity payouts. Therefore, keeping a close eye on rate trends, such as the November Rate Watch, can offer [...]
On Veterans Day, we honor those who have served our country with valor. For veterans, it is also an opportunity to explore the financial benefits available to them and their families. These include a variety of insurance [...]
National Caregivers Appreciation Month is an annual observance dedicated to recognizing the diligent efforts, significant sacrifices, and commitment of caregivers worldwide. These individuals make a positive contribution to our communities by providing care for those who cannot [...]
Retirement often brings with it an opportunity to reassess not only one’s lifestyle choices, but also one’s financial strategies. At the heart of these decisions is the concept of ethical investing. […]
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Office Manager
Lisa is a detail–oriented professional Administrator with over 35 years of high-profile experience and has played a critical role in streamlining day to day operations for several types of businesses.
Lisa brings to our organization a proven track record of managing office workflows and is a superior Customer Relations Coordinator.
She provides a seamless first point of contact ensuring policyholders are heard, supported and their needs are met.
She supports our clients and agents with her diligence and attention to detail and as the voice of ABC Financial, Lisa is dedicated to helping you reach your financial goals.
Lisa is happy to hear from you to answer your questions.
Senior Investment Advisor
Coming Soon…
Professional Financial Planner
Early on in his career, Michael recognized that the best clients were informed clients. Therefore, he’s spent much of his time educating prospects and clients on all of the options available to them.
Michael’s passion for making sure everyone understands their options before making decisions about their financial future is unparalleled. His clients’ appreciation of, and confidence in, this approach is evident by the lifelong relationships he has formed with them.
Michael continues his commitment to educating Baby Boomers and retirees continues to grow. He is the Founder and Director of the Financial Planning Adult Education Conference Center, a first of its kind center designed to encompass all aspects of a retirement plan through topic-driven educational workshops.
Michael lives in Londonderry
Retirement Income Specialist
Anthony has over 10 years of financial services experience in income planning, as well as life and health Insurance.
He is passionate about helping his clients identify the best opportunities for their income protection and financial planning needs.
After attending Thomas College in Waterville, Maine, Anthony worked at Consolidated Life Producers in Nashua, New Hampshire. He is now Vice President of the family business, ABC Financial Planning.
A lifetime resident of Londonderry, New Hampshire, Anthony is an active member of the community in which he is now raising his own children.
To receive a complimentary copy of Legacy & Estate Planning, Understanding the Basics, complete the form below.
