Eline Ruediger, CFP®

Peterborough, New Hampshire, 03458
advisor

Member Since 2008

The mission of our practice is to provide comprehensive fiduciary advisory services that help clients, both institutional and individual, make intelligent, educated choices that enable them to attain their goals and lead fulfilling lives or advance the mission of their institution. As investment fiduciaries and financial life planners, we take our role as stewards of your financial resources very seriously, as though we were managing the financial well-being of our own family members. Since 1988 our financial advisory relationship has been marked by the highest ethical standards, with our fee-only services ensuring that you receive responsible, independent advice.
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My Location

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 Background Information

  • Years of Financial Experience

    • 17

  • Education

    • University of New Hampshire (BS - Business Administration)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • New Hampshire Estate Planning Council

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Fixed fee, Hourly fee
    • Investment Services: Asset-based fee, Fixed fee, Hourly fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Schwab
    • Vanguard
    • TD Ameritrade

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 107703
    • Insurance Licenses: None

  • Company Names

    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Tax, Charitable

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
 
Contact Eline
 
Visit Website - http://www.amesplanning.com

Minimum Asset Requirement

  • $500,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Tax