Financial advisor · Portsmouth, NH
Capital Design Private Wealth
Private wealth management for individuals and families
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Retirement income planning focused on protecting principal51 Islington St. Unit 6, Portsmouth, NH
Relayer Benefits Group is a retirement planning firm that focuses on protecting retirees' principal and creating lifetime income. The firm works mainly with fixed index annuities and indexed universal life insurance, and says it does not offer proprietary products. Its founder, Mark Jacobsohn, is listed as the licensed agent on the site.
The firm holds monthly no-obligation educational seminars, both live over a meal and online, and offers one-on-one private sessions at no added cost to review a current retirement strategy. Clients do not need to move all their money to the firm to get started. The office is at 51 Islington St., Unit 6 in Portsmouth, with other offices in New Hampshire and Massachusetts, and the phone line is (603) 766-0405.
Private wealth management for individuals and families
Fixed-fee retirement income planning and investment management
Fee-only investment management and financial planning on the Seacoast
Listing your business here is free. Featured is $49 a month: