What does it mean to live a full life? A rich life?
Our approach is built on the philosophy that your wealth should be aligned in such a way that it enables your life, not the other way around.
180 Pool Street
Biddeford,
ME
04005
Phone:
- 207-282-1122
- Toll Free: 888-736-7767
E-mail:
Corporate Plan Services
Plan Support Services designed and organized around individual sponsor needs and preferences.
Wealth Management
Integrate your financial resources with your vision of personal fulfillment, security and integrity.
Value of Advice
Our focus is on our client's personal goals - it gives clarity and purpose to the work we all do every day.
Newsletters
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.