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.
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.
Wealth Management
Integrate your financial resources with your vision of personal fulfillment, security and integrity.
Newsletters
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lease Payment
How much would your monthly lease payment be?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.