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Understanding Today’s Financial Environment

Deni DuFault is an investment advisor who helps clients prepare for the future by focusing on reducing risk, long-term savings and retirement planning. Deni is a relationship-centered consultant who works closely with clients to understand their specific concerns, goals and risk tolerance, then presents options to match their needs. His simple common sense approach, personal attention and educational support take the mystery out of investing so clients can focus on what's most important: getting the most out of their money.

Having over 25 years of experience in financial services, I can help you address your needs of today and for many years to come. If you have any questions about your financial situation or would like to schedule a no cost, no obligation appointment, please give me a call at (603) 383-9400.

I am licensed in the following states: NH, MA, ME VT, FL, NY & NC.

 

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Helpful Content

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Tax Rules When Selling Your Home

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The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Determine your potential long-term care needs and how long your current assets might last.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Here’s a crash course on saving for college.

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When do you need a will? The answer is easy: Right Now.

Surprises

Making the most of surprises is a great reason to work with us.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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