ABOUT US INVESTMENT METHODOLOGY FINANCIAL PLANNING CUSTODY & FEES CONTACT CLIENT PORTAL EQUITY SECURITIES FIXED INCOME SECURITIES Equity Securities Hager Investments provides their clients exposure to the equity markets directly through the ownership of common stocks. These securities cover a broad spectrum in terms of market capitalization, growth characteristics, industry sectors and dividend returns in order to meet a wide range of investment objectives. Selection criteria place high emphasis on valuation relative to corporate fundamentals. Particular attention is focused on the PEG ratio (stock price earnings ratio divided by the growth rate) with the objective of seeking “growth at a reasonable price”. Hager Investments looks for attractively priced securities regardless of size, location or industry sector. Annual security turnover in client’s accounts is typically in the range of 10-20 per cent. Portfolio diversification is maintained through assignment of portfolio holdings to the ten broad industry groups included in the Global Industry Classification Standard (GICS). GET STARTED TODAY! Hager Investment Management Services, LLC | 280 Main Street | P.O. Box 1019 | New London, New Hampshire 03257 | 603-526-4099

ABOUT US INVESTMENT METHODOLOGY FINANCIAL PLANNING CUSTODY & FEES CONTACT CLIENT PORTAL FINANCIAL PLANNING Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or retirement. CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certifications. With a CFP professional on our staff, you can feel confident that our firm will put your interests first and has committed to providing the highest standard of financial planning. We offer holistic financial planning advice covering the areas of risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Our clients are actively engaged in their financial planning experience. We use eMoney, an interactive software tool to aid in the gathering and analysis of the necessary data. The objective is to provide an integrated financial planning solution presented in real time to the client. There is no fee to existing clients for this service. New clients will pay a fee for the planning work; however, should they become an asset management client, the fee will count toward their quarterly asset management fee. FINANCIAL PLANNINGWHAT DOES CFP CERTIFICATION MEAN? Hager Investment Management Services, LLC | 280 Main Street | P.O. Box 1019 | New London, New Hampshire 03257 | 603-526-4099