Broker Check

707 Sable Oaks Drive, Suite 203, South Portland, ME 04106

207-761-4733
Employer Plans and Participants

Am I on Track for Retirement?

Retirement planning shouldn’t feel overwhelming. We simplify the process with clear guidance and personalized advice to help you move confidently toward the future you envision. Schedule a call with us to get started.

Please Click Here to Schedule a call with David Hanson


Schedule Here

Please Click Here to Schedule a call with Carl Hanson CFP®


Schedule Here

Retirement planning involves more than saving—it’s about understanding the many pieces that influence your long-term security, including:


  • Social Security and the best time to claim benefits.

  • Anticipated healthcare costs and options for long-term care.

  • Protecting your assets through wills, trusts, and estate planning.

  • Using your pension to help support your retirement lifestyle.

  • Preparing for potential market ups and downs.

  • Making sure your retirement income can go the distance.

  • Enhance your long-term strategy through tax-efficient Roth conversions.
Five Ways to Stay Confident in Retirement 

Five Ways to Stay Confident in Retirement 

See the essential steps every pre-retiree should take to feel confident and prepared for the years ahead.

Issues to Consider before Retirement

Issues to Consider before Retirement

Learn the simple strategies that can make the biggest difference in your long-term financial confidence.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

See why planning for healthcare costs may be the most important step in retirement prep.

Links & Resources:

Full Social Security Benefits at Age 66

Full Social Security Benefits at Age 66


Learn more
7 Questions You May Have About Your Retirement

7 Questions You May Have About Your Retirement


Learn more
Choosing Your Account Beneficiaries

Choosing Your Account Beneficiaries


Learn more
6 Questions to Ask When Planning for Retirement

6 Questions to Ask When Planning for Retirement


Learn more

Additional Resources

Please Click Here to Schedule a call with David Hanson


Schedule Here

Please Click Here to Schedule a call with Carl Hanson CFP®


Schedule Here

Our Approach

We will work closely with you, making sure that you understand and are comfortable with your decisions.

How we Help

Our Story

Built on trust. Driven by clarity. Focused on you.

Our Values

Our Team

Our team of diligent advisors and support staff will guide you from start to finish while you pursue your goals.

Meet the Team

Sign up for our Financial Planning Newsletter!

Thank you!
Oops!