What we offer:

Planning that prioritizes you

Retirement Planning

  • Reaching $1 million is realistic for public employees

  • Make the most of your 403b, 401k, & Roth IRAs

  • Protect against inflation

  • Diversify as you near retirement

  • Project your retirement income

  • Strategically withdraw from your retirement accounts

Financial Planning

  • Create a plan to pay off your debts

  • Earn the maximum on your savings

  • Access better rates on CDs and Treasury bonds

  • Socially responsible investing

  • Plan for a non-retirement goal

  • 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

Retirement Planning

  • Reaching $1 million is realistic for public employees

  • Make the most of your 403b, 401k, & Roth IRAs

  • Protect against inflation

  • Diversify as you near retirement

  • Project your retirement income

  • Strategically withdraw from your retirement accounts

Financial Planning

  • Ceate a plan to pay off your debts

  • Maximize your savings with better rates on CDs and Treasury bonds

  • Socially responsible investing

  • Plan for a non-retirement goal

  • 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 a 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

Contact us:

Scarborough, Maine