Capital Analysts-New England

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Each quarter Steve Mayhew, a Senior Vice President and Investment Manager at Capital Analysts Incorporated, writes a summary of the economy and his expectations going forward. We provide this to all of our investment clients and are happy to provide previous letters for your review.

Capital Analysts of New England was founded in 1972 to provide personal and business financial planning for its clients. We were a forerunner of the financial planning movement. Today, we are one of the industry's most innovative providers of diverse financial services.

Without question our single biggest resource is our group of advisors. On average, each representative has been at Capital Analysts of New England for over 20 years. The longevity and continuity of our advisors and staff is unique and is the reason why we have been successful.

Monitoring Capital Analysts of New England, Inc. provides clients with periodic status reports, which summarize actions implemented to date and those yet to be accomplished. These reports identify issues that remain to be addressed and provide alternative solutions for each.

The rules for managing wealth change as people move toward retirement. Wealth accumulation strategies used in pre-retirement do not protect against the risks faced during retirement. We specialize in designing income planning portfolios that are suited to meeting the unique challenges faced furing retirement.

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