Mackensen & Company is a fee-only financial planning and investment management firm in southern New Hampshire. As certified financial planner (CFP) practitioners working as fee-only financial advisors
our only compensation is the fee paid by our client. We do not sell
annuities, insurance, or commissioned products. We provide financial
planning services and investment advice on behalf of our clients' best
OUR INVESTMENT SERVICES
Mackensen & Company specializes in comprehensive financial planning, retirement income planning, and investment management services. Using a holistic approach to financial investment planning, we review all aspects of a client’s situation to ensure complete financial integration.
Most client relationships involve ongoing comprehensive financial planning and investment management. However, for clients who prefer to manage their own investments, we prepare comprehensive financial plans during a limited-duration engagement.
We provide business planning for clients who own small businesses. This may involve reviews of business efficiency, business organization, accounting management, business continuity planning and succession planning.
Mackensen & Company also provides trust services through National Advisors Trust Company. Mackensen & Company is a shareholder of National Advisors Holdings, Inc., the parent company of National Advisors Trust Company.
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