What we offer:
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
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
Ceate a financial plan & pay off your debts
Maximize your savings
Access better rates on safe 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 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