Our Mission Statement
With over 40 years of combined experience in the financial planning services industry, we are committed to providing our clients with the highest quality information, services and products to help them reach their financial goals. We specialize in investment portfolio management, financial planning (including retirement and college tuition planning), and asset protection (life insurance, estate planning) - in helping individuals and families set and achieve their financial goals.
We pride ourselves on getting to know our clients personally, so we can best help them prepare for their financial futures and achieve their goals with a personalized financial plan.
We enjoy spending time with our families and taking advantage of all of Maine's beautiful seasons - whether it be running, skiing, sailing, biking, or hiking, we love Maine and all the beauties it has to offer!