join the 5-DAY Navigate Retirement with Confidence workshop Hosted by Michael Hakoun | starting Sept 26th

ATTENTION: PLEASE READ BELOW FOR A SPECIAL live well retirement roadmap WORKSHOP package INVITATION

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WHAT IF THERE WAS A BETTER WAY TO KNOW THAT YOU CAN ACTUALLY LIVE THE LIFE YOU WANT?

We invite you to take the next step with our Live Well Retirement Roadmap

Navigate Retirement with Confidence

Here Is What Is Included When You 
Join The Live Well Retirement Roadmap Today...

  Develop Your Personalized Live Well Retirement Roadmap With The Ledyard Financial Advisors Team
Our team of experienced & highly credentialed professionals will meet with you at one of our three Financial Advisors offices or via WebEx to get to know you, your current situation, and go through our discovery experience. *Up to three meetings (90 minutes each)
  Identify Potential Risks With Your Full Financial Picture In One Comprehensive View
We take an individual approach to look at your complete financial picture in order to identify areas of risk and prioritize opportunities for planning.
  Pre-Experience The Financial Decisions That Matter Most To You
Our team will forecast scenarios utilizing our Live Well Planning Roadmap technology that will help you see the impact of potential economic situations towards your retirement lifestyle. 
  Personalized Social Security Decision Planning So You Have Confidence When Making Your Benefit Elections
We will work with you to understand your personal situation and utilize our social security planning tool to help you see all of your options and better prepare for your choice.
  Access To Our Team Of Professional's To Help You Achieve The Life You Want
Our team will be available in between the three meetings to answer questions you might have or research requests that pertain to our discussion about your plan.

STOP WORRYING AND TAKE ACTION WITH A TEAM OF EXPERTS TO GUIDE YOU

What if you could finally experience the peace of mind you’ve been looking for?

Special Workshop Bonuses: When you register today for The Live Well Retirement Roadmap, you will get these Amazing Bonuses Included!

a total value of over $4,500!

You will have certainty on the next steps needed, based on your specific situation and have a clear understanding of how to 
  achieve the lifestyle you want.

We will prepare at least two scenarios that will help you visualize your future and discuss recommendations to be successful.

We will forecast the impact of economic challenges on your goals and review what changes you might need to make to live with 
more certainty and peace of mind.

Secure Your Exclusive Workshop Pricing

 ONLY $995

TIME-SENSITIVE: Enrollment to The Live Well Retirement Roadmap Closes Monday, April 1 at 11:59pm. Register today so you don’t miss out on $4,500+ worth of Value for ONLY $995!
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BONUS #1
2 Tickets to the Invitation Only Group Dinner Experience with Doug Phillips, 
Chief Investment Officer
(Limited to the first 5 participants)
  • Enjoy an evening dinner and conversation with Doug Phillips to hear his perspective on the current market cycle. 
  • ​Discover 6 key themes and risks the Ledyard team are watching right now to position clients for future success. 
  • Doug will be discussing some of his personal experience as a Chief Investment Officer and Chartered Financial Analyst over the past three decades. 
Value $500
BONUS #2
2 tickets to the Mindset Mastery - 
Refire or Retire virtual workshop with 
Marian Janes, Retirement Coach
(Limited to the first 5 participants)
  • ​Unlock the door to living a fulfilling, rewarding and meaningful life within your transition. Assess your mindset readiness and identify gaps that challenge you most.
  • ​Leverage your business experience to live the life you envision in your next chapter.
  • This interactive 90-minute virtual session will help you cultivate your retirement mindset alongside others on a similar journey.
Value $1,298
BONUS #3
Medicare - Long Term Care Consultation
  • 45-minute consultation with Jeff Trombly, Medicare Specialist, to review your current situation and how to optimize your enrollment decisions.
  • 45-minute consultation with Corey Walker, Senior Financial Consultant, to review Long Term Care options and discuss your personal situation as this relates to your Live Well Retirement Roadmap.
Value: Peace of Mind
BONUS #4
Estate Settlement Guide and Management Tool
  • Learn how to navigate Estate Settlement without family friction so that you can honor your family legacy and last wishes
  • ​Explore the little-known option for assigning a corporate trustee and how this highest standard of care can help you fulfill your Live Well Retirement Roadmap goals with confidence 
Value $250

+ here's our navigate RETIREMENT planning with confidence 
special offer:

If you become a Ledyard Financial Advisor client within 6 months, we will credit the $995 towards your management fees!

Want even more?

 If you become a Ledyard Financial Advisor client, the following is included:

BENEFIT #1
Estate plan and Insurance review, Trustee Services
Value $3,000+
BENEFIT #2
Disciplined Investment Management
Value: Peace of Mind
BENEFIT #3
Concierge banking and personalized bill payment
Value $3,000+
BENEFIT #4
Annual 
Tax Planning
Value $1,000+

Additional Benefits include: 

Dedicated team of professionals, Business succession planning, charitable gift planning, cash-flow planning, and so much more

What If You Could Finally Experience The Peace Of Mind You’ve Been Looking For?

  • You will leave more confident with the steps needed to prepare for your retirement transition.
  • See how scenarios can give you peace of mind to help support the lifestyle you want in your next act.   

is there a guarantee? List it here

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TESTIMONIALS

See What Others Are Saying About Working With Ledyard Financial Advisors

We value the relationships developed with our clients. It is a privilege to earn their loyalty and trust. Please read more about being a Ledyard client:

Best Financial Planning Service

Best Financial Advisors in the Greater Concord Area

"Years ago, we chose Ledyard Financial Advisors for their expertise in financial planning, investments and tax management. Grounded in knowledge, enthusiasm and a glowing spirit, they’ve created a one-of-a-kind sub-community in which we place our full trust and appreciation. Walking into the Ledyard building feels like we’re seeing old friends – and we are! We are more grateful than ever as we get older to have Ledyard in our corner. "
- Doug & Joanne W.
"We are extremely proud to be a part of the Ledyard Bank family; a local bank that took interest in a local company. From day one it was clear that this was a partnership between ARC Mechanical and Ledyard. We discussed our goals and they wanted to be a part of helping make those goals possible. Ledyard Bank’s commitment to community and growing local businesses fits the values we hold as a company."
- Jody P. & Andy C.
"Ledyard impressed us from the very beginning and consistently wows us with above and beyond service! The personal attention given to our financial needs exceeds any we have experienced with other banks. Katie Blake and her team make it a point to treat us like gold. For example, on a recent trip overseas we left home with the financial peace of mind you only get when you have a team like Ledyard’s proactively watching out for you whether you’re in town or traveling abroad."
- Mark & Marilyn W.
"In banking, as in healthcare, we are fortunate to have valuable local resources in our community. I never truly knew what a community bank was until I joined Ledyard’s Board of Directors. It has been satisfying to be part of an organization that cares, and to see firsthand how local employees, local knowledge and local commitment betters the lives of our neighbors. Beyond financial health, Ledyard invests in our region by promoting wellness through education, its annual walking challenge and its partnership with the American Heart Association. Plan well, Live well perfectly reflects the bank’s philosophy, capabilities, and their ongoing promise to our community."
- Bruce P. K.
"I joined Ledyard Bank’s Board of Directors nearly 20 years ago. It’s been incredibly fulfilling to serve on a local board that has real decision-making responsibilities resulting in powerful and positive impacts to the communities we serve. I also feel strongly about Ledyard’s core values. The leadership is outstanding and every employee cares deeply about the health and well-being of their clients and the region. “Plan well. Live well.” is more than just their tagline; it’s the philosophy that is honored in the many ways that they guide, educate and support their clients and community."
- Cotton M. C.
"As the owners of a specialty dental practice, we believe in providing our patients with both exceptional clinical care and customer service. We have come to value that same level of service from Ledyard Private Banking. From our business accounts and loans, to our home mortgages and beyond, their attention to detail and seamless customer service makes banking easy and allows us to focus on our patients and families."
- Dr. Brooke B. & Dr. Rebekah L.
"While managing our dermatology practice and patient responsibilities, we needed to find a bank that we could count on to oversee our finances while understanding our goals. Working with Ledyard’s Private Banking division over the last two years has been the perfect fit. We worked closely with Ledyard to have our mortgage, home equity line of credit, and our investments all in one place. With the first-class service and attention to detail we have grown to expect from Ledyard Private Banking, we have the freedom and peace of mind to focus on our patient care, knowing that they are taking care of us."
- Dr. Michael Shane C. & Dr. Nicole P.
"Eight years ago when we decided to purchase our own business, we turned to Ledyard and their commercial banking team. Nearly a decade later, we still rely on Ledyard to help us navigate through the complex financial aspects of owning and operating our own business. We consider Ledyard Bank to be a partner in our success and look forward to continued prosperity in our future business ventures."
- Tom E. and Shawn H.
"Banking with Ledyard, a local bank who knows us and our business, is an advantage we appreciate. Since purchasing the Norwich Inn in 2006, we've relied on Ledyard's business banking team to lead us smoothly through the loan process and provide relevant guidance to help grow our business. Ledyard was there for us again in 2009, providing additional funding for our expansion. It's a great feeling to know that we have such a strong community bank believing in us and supporting our dreams."
- Joe and Jill L.

Frequently Asked Questions

When will the dinner experience occur (for the first 5 participants)?
This date is TBD - will be scheduled for April/May
**For those who move forward with the Live Well Planning Roadmap after the first 5, we will provide the content in a different format.
When will the Mindset Mastery - Refire or Retire virtual workshop occur with Marian Janes, Retirement Coach (for the first 5 participants)?
This will be determined with the participants.
What if I’m already working with a Financial Advisor?
Great- ideally you will learn something different and new in our workshop that will make for an even more successful retirement.
How is Ledyard different than a Registered Investment Advisory firm or a brokerage firm?
Ledyard Financial Advisors is comprehensive wealth management firm. We take a holistic approach that considers all aspects of your financial well-being. Some Registered Investment Advisory firms are primarily focused on investment management. Investment management is an important part of what we do, but only one of many ways we add value for our clients. We have estate plan and insurance reviews, along with trustee services. We offer concierge banking and personalized bill payment services. Annual tax planning, cash flow planning, charitable gift planning and business succession planning services.
What is important about being fiduciary and having a corporate fiduciary?
Being a fiduciary comes with a great deal of responsibility. You must act wisely, prudently, and keep the clients interest in the forefront at all times. A fiduciary duty is the highest duty of care in the law and has been a standard element of trust practice. There are many elements to fiduciary duties and most important is the duty of loyalty, to put the interests of the client ahead of one’s own interests.

A ‘corporate fiduciary’ is a business entity, such as Ledyard, that has been granted permission to act in a fiduciary capacity. We can serve as trustee, and we can settle estates. In this capacity, we are subject to a wide range of audit controls and government regulatory supervision. Our interests are always aligned with the interests of our clients.  
I don’t think I have enough money to retire?
That’s why it’s important to begin planning now. Estimate your retirement savings and income needs. Write out your retirement strategy. Catch up on your savings using tax incentives. Consider taking a step towards working with our team with the Live Well Retirement Roadmap.
Do I have enough money to work with Ledyard Financial Advisors?
Financial advisory services have a reputation for exclusively catering to high net worth individuals, but even investors with relatively modest accounts of $100,000 can benefit from working with us. We have Comprehensive Wealth Management services for clients with over $1MM in investments and services for those building wealth.
With all the ups and downs in the stock market right now, how can I know when is a good time to start investing?
It’s smart to invest regularly for your future. We recommend saving and investing at least 10 percent to 15 percent of your income annually, if possible. Volatility can be helpful for those that contribute to their investments regularly because it provides opportunities to buy investments at a lower entry price.

While now is as good of a time as any to get started, it is important to step back and establish a plan first. The plan should consider your goals, aspirations and tolerance for risk. Investments should be made carefully and within the context of this plan. Asset allocation, principles for investment success like diversification and tax efficiency should be considered when constructing a portfolio of investments. There are a lot of details to consider. We enjoy helping our clients with this.
What if my assets are locked up in my business?
Research shows that over 80% of owners’ net worth is in their business. Studying and modeling best-in-class businesses in your industry can help you maximize your valuation. This is why business succession planning is important. You probably know individuals who sold their business and now feel lost - their identity was in their business. Taking time to plan for your next act is essential. Knowing what will bring you and your family joy, impact and satisfaction deserves your attention sooner than later.

We work with clients to help them plan accordingly – How will you support the lifestyle you want in your next act? We can help you run scenarios based on your prioritized goals and potential net proceeds from the sale of your business.

It’s important to know what you plan to do next to determine how selling your business will help you meet those goals. We can help you define your “Wealth Gap” or, the difference between the net worth you need and the net worth you have, not including your business and determine if selling the business give you enough.

We have several Certified Exit Planning Advisors that can help you plan for the time when you will not own your business. Consider taking a step towards working with our team with the Live Well Retirement Roadmap.

Live Well planning Roadmap

Here Is What's Included When You Sign Up to Join Today...

  • Develop Your Personalized Live Well Retirement Roadmap with the Ledyard Financial Advisor Team
  •  Identify Potential Risks With Your Full Financial Picture in One Comprehensive View
  • Pre-Experience The Financial Decisions That Matter Most To You
  • ​Identify Potential Risks With Your Full Financial Picture In One Comprehensive View
  • Access To Our Team Of Professional Resources To Help You Achieve The Life You Want

+These exclusive bonuses

  • Special Invitation to join Doug Phillips, Chief Investment Officer for a group dinner
  • ​Mastery Mindset - Refire or Retire virtual workshop with Marian Janes
  • Estate Settlement Guide and Management Tool
  • Medicare - Long Term Care Consultation

a total value of over $4,500!

You will have certainty on the next steps needed, based on your specific situation and have a clear understanding of how to 
  achieve the lifestyle you want.

We will prepare at least two scenarios that will help you visualize your future and discuss recommendations to be successful.

We will forecast the impact of economic challenges on your goals and review what changes you might need to make to live with 
more certainty and peace of mind.

Secure Your Exclusive Workshop Pricing

 ONLY $995

TIME-SENSITIVE: Enrollment to The Live Well Retirement Roadmap Closes Monday, April 1 at 11:59pm. Register today so you don’t miss out on $4,500+ worth of Value for ONLY $995!
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