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Proactive Planning

for a solid future

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manage the changing face of life

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your success is our only mission

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Our Approach

A cornerstone of investment and financial planning is the recognition that everyone’s economic and life situation is unique.  Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life the individual is in: whether planning for retirement or determining optimal income solutions during retirement. An investment plan must reflect the individual's personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the individual is comfortable and everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, feel free to contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

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50 Portland Rd, Suite 2
Kennebunk, Maine
04043 United States

  •  Tel: 207-467-2500

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, CT, FL, ME, MA, NH, NY, VT

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