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

207-761-4733
Employer Plans and Participants

Financial Planning Guides 

Valuable insights on today’s most relevant investment and retirement topics. 

Start 2026 With Clarity<br/><br/>

Start 2026 With Clarity

Understand Where Your Federal Tax Dollars Go<br/><br/>

Understand Where Your Federal Tax Dollars Go

The Most Common Tax Filing Mistakes (And How to Avoid Them)<br/><br/>

The Most Common Tax Filing Mistakes (And How to Avoid Them)

Before You Claim Social Security, Read This<br/><br/>

Before You Claim Social Security, Read This

Before You Plan to &#8220;Sell and Retire,&#8221; Read This<br/><br/>

Before You Plan to “Sell and Retire,” Read This

Checklists & Data Charts:


More Insights & Resources:

A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.
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FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
Learn More

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

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Our Team

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

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Take the first step toward a financial plan that’s personal, practical, and built around what matters most to you.

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