Our Story

Quite often, people's financial affairs are in conflict or disarray, consuming their valuable time. Pension Professionals realized this and saw a striking need for a fresh new approach to financial planning that would cut through the haze of confusion.

The company was not only dedicated to simplifying the process, but to transforming it as well. Bringing it to a place that finally takes into account the client's core values and spiritual principles. At long last, this new direction for financial health acknowledges the client's need to realize his or her life purpose, while achieving financial well-being, leading to a more satisfying and meaningful life.


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Value of Advice

Team

Client Service Director

DESIGNATIONS: 

MSFS, Master of Science in Financial Services
ChFC®, Chartered Financial Consultant
CFP®, Certified Financial Planner
AIF® Accredited Investment Fiduciary

LICEN...

Director of Compliance and Business Development

LICENSES: Series 24, Series 7, Series 66

“There’s nothing like coming home. After having lived out of state for 14 years, I realized that Maine is where my heart is. And now...

Director of Operations & Client Experiences

DESIGNATIONS: 

FPQP™ Financial Paraplanner Qualified Professionals

 

“From day one, Pension Professionals has never felt like a financial office, which tends to be cold and...

Associate Client Service Director

DESIGNATIONS: 

LUTCF, Life Underwriter Training Council Fellow
RICP® Retirement Income Certified Professional


LICENSES: Series 7, Series 63, Series 65

 

“At Pension...

Senior Administrative Associate

“Pension Professionals is unique in that we focus first on understanding our clients’ personal goals and aspirations in life, and then on making their finances accommodate those...

Administrative Associate

"Our advisors are not only knowledgeable and talented, but their clear warmth and compassion allows them to walk in another person's shoes."

It's Tiffany's own compassion, though,...

Flash Report

How Can We Help You?

 

Corporate Plan Services Wealth Management

News and Events

Bowling Party

Mar 26

Ready to knock some pins down? We are hosting a Bowling Party and we would love for you to join us! There will be food and beverages and it is great for children.

Open Forum

Apr 16

Do you have questions when it comes to finance? We are hosting an open forum to answer your questions about finances and what's right for you.

Golf Charity

Jul 16

Join us for our annual Golf Charity to support the Children's Hospital.