Retirement Planning

• Evaluate your portfolio to make the most of your 403b, 401k, & IRAs

• Guidance on ROTH IRAs vs. Traditional IRAs

• Protect against inflation & properly diversify as you near retirement

• Project your retirement income

• Guidance on withdrawing income from your retirement accounts

Financial Planning

• Create a financial plan and pay off your debts

• Earn the maximum on your savings

• Access better rates on CDs and Treasury bonds

• Socially responsible investing

• Set up a portfolio for non-retirement goals

• Establish an investment plan for a young person

Education Planning

• Establish a 529 college savings plan

• Access college incentives from the State of Maine

• Utilize 529s to help your child save for retirement

• Guidance on structuring and withdrawing from education accounts

Estate Planning

• Help you maximize your estate

• Recommend a highly-diversified portfolio

• Evaluate the types of accounts you have & recommend changes

• Help you update beneficiaries