Meet Our Team

Dan Hagler
Founder
Chief Executive Officer

Dan Hagler, CFP®, AEP®, is a nationally-recognized Financial Instructor, Best Selling Author, Speaker, and Retirement Planner seen on WMUR-ABC, and other NBC, CBS, and Fox affiliates, Wall Street Journal’s Market Watch, Yahoo Finance, Reuters, Boston Business Journal, New Hampshire Union Leader, Business NH Magazine, and Seeking Alpha.

Dan is the Co-Author of RETIRE ABUNDANTLY, BUILD WEALTH Like A Shark, and Retire Like A Shark, with Kevin Harrington, original Shark on ABC TV’s Shark Tank. He has been interviewed by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire.

As the Founder/CEO of Granite State Retirement Planning, Inc., Dan and his team have been helping clients retire abundantly since 1993. He created The Protected Retirement Process®, a transformative 4-Phase process to help successful managers, executives, business owners and widows upgrade their lifestyle and protect their hard-earned savings throughout retirement.

Dan is a Continuing Education Instructor who has trained attorneys, accountants, bankers, and financial planners in advanced tax reduction, retirement and estate planning. In addition to sharing his expertise, he is a lifetime learner, achieving the advanced designations of CERTIFIED FINANCIAL PLANNER™ and ACCREDITED ESTATE PLANNER®.

It doesn’t take long with Dan Hagler to see why people trust their money and their future to him. He is a warm and passionate communicator with a “down-home” style who loves to share his financial wisdom and insights as a Keynote Speaker to many organizations as well as with the public through his ongoing Public Seminar Series – Reducing Income and Estate Taxes on Your IRA and 401(k).

Dan and his wife, Kristen, enjoy their three daughters, three grandkids, outdoor activities, and time at church.

 


Bonnie Pierce

Joining our team in the spring of 2010, Bonnie is a 15-year veteran in the field of customer and client services. Bonnie is responsible for the day-to-day office operations and administration leadership at our Bedford, NH firm. Some of her responsibilities include new client admissions, account establishment, client communications, asset transfers, claims, distributions, special event planning, preparing and processing paperwork, generating review reports and directly assisting the advisors as chief administrative liaison. A southern New Hampshire native, Bonnie brings a positive and altruistic approach to her profession. Bonnie epitomizes integrity, energy and hard work in every detail of your service needs.

Aside from her career, Bonnie is an accomplished Irish Step dance champion who retired from competition in 2002 to begin sharing her love of dance with others through teaching. Bonnie's other passions include animal advocacy, organic gardening, creative arts, music, exploring the great outdoors and spending quality time with her husband and pets.

 


Kristen Hagler

A graduate of the University of Vermont, Kristen joined the firm in June 2012 as a member of the client services team. She strives to provide an exemplary level of service to each and every client. Prior to her employment at Granite State Retirement Planning, Inc. Kristen worked in client services at AT&T, as well as a busy chiropractic office, where she was recognized for her sincerity and ability to communicate with clients.

Kristen enjoys organic gardening, cooking, outdoor activities, and is active with her church family. Together with her husband, Dan, they raised and homeschooled their three daughters in Goffstown, NH.

 


Grace Hagler

Grace is a 2014 graduate of the University of New Hampshire's Peter T. Paul College of Business and Economics, one of the top 5% AACSB-accredited business schools. After graduating with a Bachelor of Science degree in Business Administration, she joined Granite State Retirement Planning, Inc. as their Marketing and Advertising Coordinator and directly assists in Client Services. Grace is responsible for direct marketing, newsletters, promotional events, social media outreach, and many aspects of client services. She has 6 years of customer service and bookkeeping experience working at Shaw's Supermarkets.

In her free time Grace enjoys watching and attending New England Patriots games, traveling, and spending time with her family.

 
© 2024 Granite State Retirement Planning, Inc. All Rights Reserved.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Investments products and services available only to residents of: California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Maine (ME), Massachusetts (MA), Nebraska (NE), New Hampshire (NH), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Vermont (VT), Virginia (VA).

Form CRS, click here.

Oasic Form CRS.

Broker Check (by FINRA)

Securities offered through Osaic Wealth, Inc. member FINRA / SIPC. Investment advisory services offered through Granite State Retirement Planning, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Granite State Retirement Planning, Inc. and Osaic Wealth, Inc. are unaffiliated.

Facebook Google+ Twitter LinkedIn