Wealth Preservation Strategies

To achieve your dreams, you need a plan. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. More than a pie chart, asset allocation or product recommendations, our plans are carefully written and based on proven principles of financial planning. The plans break down complex topics into simple actions and provide recommendations for how to save, spend, invest and protect the things that are important to you. I will address your needs over time, and deliver recommendations in a written financial plan. It will be updated regularly and will provide you with information tailored specifically to your goals and dreams. We will track your progress on an ongoing basis against your plan, reviewing where you are, where you need to be and what new developments in your life will affect your goals and make adjustments as needed.

Manchester, NH — April 2011 — Eldridge Investment Advisors, Inc., is pleased to announce that Stephen F. Eldridge, an independent financial advisor, was recognized as a top financial advisor and named to the LPL Financial Chairman’s Council. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC, the nation’s largest independent broker-dealer,* and is awarded to less than 2% of the firm’s more than 12,000 advisors nationwide.

Financial Planning

Eldridge Investment Advisors can help you to define your financial and life goals based upon your resources, risk profile and lifestyle, and then to detail a balanced and realistic financial plan to meet those goals. We guide you through this process helping you to understand how each financial decision affects your overall financial goals, and can also help you adapt your plan to life changes such as marriage, children, divorce, planning for college, and more.

Asset Management

Based on your financial goals and risk profile, our senior portfolio management team provides professional management of your assets under an advisory or discretionary arrangement. We work closely with you in order to implement prudent strategies in line with your objectives, and monitor them for their continued compliance. As independent financial advisors, and through our partnership with LPL Financial, we have the commitment and capability to act solely in your best interest with the flexibility and lack of bias to choose only those investments that best meet your needs.

Retirement Planning

Understanding how much income your investments will provide you in retirement is no easy matter. Our experts will help you to develop a realistic picture or your retirement income potential and design a plan to help you maximize it, including sources such as social security or an employer-based retirement plan. Knowing how factors...