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- Custodian
- Assetmark · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-25-2007
- Office Locations
- 1
Office Locations
About Granite State Retirement Planning, Inc.
Granite State Retirement Planning (Bedford, NH) is led by Dan Hagler and focuses on high-net-worth retirees and successful managers/executives and business owners. The firm delivers customized retirement, wealth and estate planning using its trademarked Protected Retirement Process®, aiming to reduce taxes and help portfolios last through retirement. Investment implementation commonly includes ETFs and diversified fund portfolios. Hagler authored 'Retire Abundantly' and has been featured in national media.
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Owner & Executives
DAN POPE HAGLER
Advisor, Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #2456668
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,045,478 | $319,739 |
| Non-Discretionary | $3,109,501 | $194,344 |
| Total | $143,154,979 | $315,319 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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