COMPREHENSIVE FINANCIAL PLANNING
Conversation, analysis and advice to support your goals. With the aid of financial forecasting software, our clients can take control of their financial lives and achieve clarity around short, intermediate and long-term goals. This includes a personal insurance review and estate planning.
We are happy to work with you and your attorney and tax advisors to ensure your plan is exactly what you want and need.
See our brochure (PDF).
INVESTMENT MANAGEMENT FOR INDIVIDUALS
Effective and uncomplicated. Our diversified client portfolios incorporate low-cost mutual, index and exchange-traded funds in conjunction with select alternatives with a focus on long-term results. Our approach can also include individual stock and/or bond portfolios when warranted. We tailor your portfolio to align with your risk tolerance and financial objectives.
Navigating the many retirement savings options available to you. We will help you learn how these options differ and advise on the best fit for your situation as a business owner or an employee.
GIFT PLANNING AND PHILANTHROPY
Exploring meaningful legacies which reflect the intersection of your life’s passions and your planning. We tailor gifting strategies to charities which reflect your values and are consistent with your financial and estate planning goals.
PARTNERING WITH NON-PROFIT ORGANIZATIONS
The experience and knowledge to provide investment management, fiduciary support, endowment building, planned giving and gift design solutions. Combined with true partnership to support your organization’s needs through quality service.
We believe in straightforward and transparent endowment management to maximize donor and organization dollars in support of their mission and provide consistency for staff, board and committee members. Click to learn more.
RETIREMENT PLAN SOLUTIONS FOR BUSINESSES
Sole proprietor or employing more than 100 employees, we have a retirement plan solution that fits your budget and benefits the employees and the owners. We offer personalized financial planning in Maine which includes plan design consulting, investment services, employee education, plan management and fiduciary services. Click to learn more.