Broad Street Planning

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Broad Street Planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC ww.finra.org www.sipc.org R. Weisman.

Handling Life's Financial Moments Since 1949

The idea of combining the offices of a few carefully-selected and highly-motivated, independent advisors began in 1949 with the office of H. Our offices have developed into an experienced, comprehensive financial services group that provides estate planning for families, businesses and retirees in Nashua and surrounding communities. Among our firm, we have licenses in life and health insurance and provide access to annuities, mutual funds and individual stocks and bonds through our broker/dealer LPL Financial. With a combined experience of over 120 years, we have extensive knowledge in the areas of retirement planning, long-term care planning, business continuation planning, employee benefits, estate planning, investments, insurance and charitable planning. Please explore this company page to learn more about our offices. We hope you find this site and our joint-business relationship interesting, inviting and hopefully of value to you. Thanks for the virtual visit, and please get in touch … we’d love a real-life meeting! Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.broadstreetplanning.com

Medicare Open Enrollment begins today and runs through December 7. Coverage changes become effective January 1, 2027.
10/15/2026

Medicare Open Enrollment begins today and runs through December 7. Coverage changes become effective January 1, 2027.

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the grow...
10/14/2026

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect. Check out this week's Weekly Market Commentary for thoughtful insights on market news!

https://www.broadstreetplanning.com/weekly-market-commentary

As a reminder, October 15 is the final deadline for individuals who filed a 2025 federal tax extension.
10/08/2026

As a reminder, October 15 is the final deadline for individuals who filed a 2025 federal tax extension.

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher ra...
10/07/2026

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Check out this week's Weekly Market Commentary for thoughtful insights on market news!

https://www.broadstreetplanning.com/weekly-market-commentary

A major liquidity event can be life-changing, whether it involves the sale of a business, equity compensation, or anothe...
10/02/2026

A major liquidity event can be life-changing, whether it involves the sale of a business, equity compensation, or another significant financial milestone.

Planning ahead allows time to evaluate tax considerations, investment options, and long-term objectives before important decisions need to be made.
https://www.broadstreetplanning.com/blog/advanced-planning-for-liquidity-events

LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market...
09/30/2026

LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry. Check out this week's Weekly Market Commentary for thoughtful insights on market news!

https://www.broadstreetplanning.com/weekly-market-commentary

Many important tax planning opportunities are tied to deadlines that occur before December 31.Early fall is an ideal tim...
09/25/2026

Many important tax planning opportunities are tied to deadlines that occur before December 31.

Early fall is an ideal time to review income, tax withholding, retirement contributions, charitable giving plans, and investment activity. Starting now may provide additional flexibility and help identify planning opportunities before year-end.

https://www.broadstreetplanning.com/blog/prepping-for-year-end-tax-planning-what-to-review-before-q4

Preparing for year-end tax planning should begin even before the last quarter of the year. Early fall gives you more time to review your income, evaluate your current tax positions, and identify actions that must be completed by...

LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for...
09/23/2026

LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts. Check out this week's Weekly Market Commentary for thoughtful insights on market news!

https://www.broadstreetplanning.com/weekly-market-commentary

Address

34 Broad Street
Nashua, NH
03064

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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