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Over 30 Years Experience

Retirement Planning - Plymouth & Portsmouth NH

Whether you’re a Baby Boomer, Generation Xer, or Millennial, we’ll help you with the strategies and steps you need to take along your journey toward retirement. Depending on your stage in life, the approach you’ll take in planning your retirement will vary. We offer a variety of products and services to assist you in reaching your retirement goals and protecting the assets you wish to pass on to your loved ones.

  • Annuities

  • IRA/401K Annuities

  • Income Retirement Protection

  • Social Security Maximization

  • Life Insurance

  • Estate Conservation

  • Legacy Succession

Experienced Retirement Planning Consultants in NH

At Dragon Financial Services, we understand that retirement planning doesn’t end when you stop working. There is much more to it, beginning with income planning. Our team of experts will recommend the best financial tools for creating new income avenues in retirement. This ensures you’ll enjoy your retirement years, maintaining your lifestyle. With over 30 years of experience, we’re your trusted local retirement planning professionals. Call us today to start planning!

Serving All of New Hampshire

With offices in Plymouth and Portsmouth, Dragon Financial Services provides expert health insurance, retirement planning, and financial advice throughout the Granite State.

North Woods/White Mountains

Bartlett, Berlin, Colebrook, Columbia, Conway, Errol, Franconia, Gorham, Jackson, Lincoln, Littleton, Pittsburg, Plymouth, Sandwich, Sugar Hill, Tamworth

Merrimack Valley

Allenstown, Amherst, Atkinson, Auburn, Bedford, Boscawen, Bow, Brookline, Candia, Canterbury, Chester, Chichester, Concord, Deerfield, Derry, Dunbarton, Epsom, Goffstown, Hampstead, Henniker, Hollis, Hooksett, Hopkinton, Hudson, Litchfield, Londonderry, Loudon, Manchester, Merrimack


Atkinson, Brentwood, Danville, Dover, Durham, East Kingston, Epping, Exeter, Fremont, Greenland, Hampstead, Hampton, Hampton Falls, Kensington, Kingston, Lee, Madbury, New Castle, New Durham, Newfields, Newington, Newmarket, Newton, Plaistow, Rochester, Rollinsford, Rye, Sandown, Somersworth, South Hampton, Stratham

Lakes Region

Alton, Barnstead, Belmont, Center Harbor, Franklin, Gilford, Gilmanton, Holderness, Laconia, Meredith, Moultonborough, Ossipee, Sanbornton, Sandwich, Tilton, Tuftonboro, Wolfeboro

Sunapee Region

Andover, Bradford, Danbury, Grantham, Newbury, Newport, New London, Springfield, Sunapee, Sutton, Warner, Wilmot


Antrim, Bennington, Deering, Dublin, Fitzwilliam, Francestown, Greenfield, Hancock, Harrisville, Hillsborough, Jaffrey, Lyndeborough, New Ipswich, Peterborough, Rindge, Sharon, Stoddard, Temple, Wilton

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