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, ChFC®, CFP®, AIF®
LICENSES: Series 24, Series 51, Series 7, Series 63
MEMBERSHIPS: SFSP , FPA , MEPC , MDRT-Top of The Table

“Our focus is on our client's per...

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 havi...

Director of Operations & Client Experiences

DESIGNATIONS: FPQP™

“From day one, Pension Professionals has never felt like a financial office, which tends to be cold and sterile with no feeling.  Pension Professionals has al...

Associate Client Service Director

DESIGNATIONS: LUTCF, RICP®
LICENSES: Series 7, Series 63, Series 65

“At Pension Professionals, we work through a team concept. This allows us to make the best recommendations pos...

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."

Its Tiffany's own compassion, thoug...

Administrative Associate

"Some of our clients come to us initially with anxiety about their finances. A truly gratifying part of my job is relieving that anxiety and replacing it with confidence and comfor...

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Corporate Plan Services Wealth Management

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