Relevant Experience, Demonstrable Insights
Our team provides experience and employer-sponsored plan insights to align your lifestyle, goals, and dreams with your benefits, assets, and retirement goals.
Align Your Life and Your Retirement Investments
We will help you understand and coordinate benefits, analyzing plan particulars and available options, and ultimately creating a comprehensive plan that aligns with your personal and retirement goals.
WHO WE SERVE
Retirement Strategies Tailored to University Faculty and Professionals
Whether you’re just beginning to consider what comes after your career, approaching retirement, or ready for the next phase of your life, we can help you navigate the process with confidence.
University of Maine System Faculty & Staff
If you have a TIAA account, or a 9-month salary that can create cash flow challenges, we know your situation. We've worked with University faculty and staff for more than 27 years.
Healthcare Professionals
Northern Light Health employees face a distinct set of planning challenges — 403(b) decisions, 457, shift differential income, and benefit packages that most advisors don't fully understand. We do.
Maine Pre-Retirees
If you're within 10–15 years of retirement and haven't built a coordinated income plan yet, now is the time. We help you turn accumulated savings into a retirement income strategy that accounts for taxes, healthcare, and longevity.
Our Services
Wealth Planning Customized To You
Accounting for all aspect sof your financial life is critical to effective wealth planning. Our approach balances your goals, assets, and existing obligations with investment considerations for personalized financial strategies before retirement and beyond. This is all done against the backdrop of our deep experience working with other professionals just like you.
Our Financial Advisors
Manage and maximize university-sponsored 403(b) and 457 plans
Share 20+ years of Maine retirement planning and investment planning insights
Help you live more freely today and retire with more confidence tomorrow
Working With Us
A Structured Process Built for Personalized Results
Accounting for all aspects of your financial life is critical to effective wealth planning. Our approach balances your goals, assets, and existing obligations with investment considerations for personalized financial strategies before retirement and beyond. This is all done against the backdrop of our deep experience working with other faculty and professionals just like you.
Your Planning Experience
Listening & Discovery
We actively listen as we delve into the details of your life, aspirations, assets and investments while helping you organize your financial data.
Planning Personalized
With a solid grasp of what’s important to you and where you are financially, we design a plan to align with your goals. Then, we meet with you to review and revise your plan, making sure it’s easy to understand and the strategies align with your retirement objectives.
Finalizing & Forging Ahead
After you’ve had time to review and reflect on our advice, we’ll meet again to finalize investment recommendations and put your plan into action. From there, our team will personally guide you through our on boarding process.
Continuous Care
As you and your family’s needs and earnings grow and change, we consistently engage, advise and support you, making adjustments to your plan accordingly.
We’re with you at every step, accounting for your retirement, your investments, and all that life delivers in between.
Comprehensive, Objective Guidance – Simple Pricing
As licensed financial professionals acting in a fiduciary role, we provide services focused on your best interests, approaching every engagement with this objective firmly in mind.
Our goal is to deliver clear value and comprehensive advice without complexity, so our fee is simple – a graduated percentage of the assets we manage.