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Capital Analysts of New England, Inc.

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  • About Us 
    • Our Principles
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  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

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Financial Modeling

Central to our work is the use of the Financial Model, which is designed to analyze your personal situation and evaluate financial alternatives.  This system incorporates financial planning models often used by businesses and corporations, and applies the underlying logic to personal financial decision making.

  • Each client’s model incorporates detailed information on assets, expenses, and net-worth, and projects the relationships between them on a year-by-year basis over a defined time frame;
  • This time frame takes into account predictable milestones expected to occur, such as retirement, elimination of debt, or planned sale of property;
  • The “base” model provides a detailed view of the outcome of a client’s current planning and becomes the basis for re-defining financial objectives and a client’s personal values;
  • By changing the variables in the model, which correspond to various strategic alternatives, our advisors can help you to examine in detail the outcome of different courses of action; and
  • The Financial Model is truly a magnifying glass examining the impact of specific strategies and detailed comparisons between scenarios enabling you to make strategic and informed decisions about your financial plan.

Wealth Management Services

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Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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