Retirement Planning & Risk Managment
Contrary to prior belief, your retirement is not about your assets, it’s about INCOME. We aim to and go above and beyond advising on simple financial matters. We recognize the bigger picture is more than just a 401k or IRA.
Our proven process helps our clients manage all aspects of their retirement needs and opportunities, especially focusing on managing their RISKS. The major risks that a retiree faces today include:
The Modern Retirement Risks
Since our priority is helping our clients manage their future financial plans, we understand that you need to plan for both the expected and unexpected. Your personal time and money are correspondingly invaluable assets that should be managed with care.
A retirement plan that fits your best interests isn’t out of reach. We have the expertise and experience to help you along the way.
Access Financial Freedom
A protected retirement. Backing a child or grandchild’s education. Cultivating prosperity to hand on to heirs. These are common investment objectives and with good reason. To feel confident and financially free while providing for the ones they love.
Our mission, every day, is to aid you through every phase of your financial journey and through whatever changes life may bring.
10 Main St, Topsham, ME 04086
Phone: +1 (207) 406 4567