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

207-761-4733
Employer Plans and Participants

Retirees

Do You Feel Financially Secure in Your Retirement?

Retirement is a new chapter with its own set of financial decisions. We help you get confidence by assessing your spending needs and developing an income strategy that includes Social Security, the possibility of a pension, or both to create a portfolio that provides both income and growth. You can feel more confident with a trusted partner to guide your retirement.

Common Questions from Retirees

We’ve helped many people live confidently through their retirement. Here are some of the most common questions we’ve heard from people in this stage of life:

  • What are qualified charitable distributions and how do they work?
  • Should I take my RMD this year?
  • Should a trust be a beneficiary?
  • What issues should I consider when reviewing my RMD?
  • What issues should I consider with my Social Security benefits?

Get Answers Today

Enjoy Life with the Support of a Plan

Connect with Pine Harbor to create a retirement strategy that supports your lifestyle, protects your savings, and gives you lasting confidence. 

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Case Study:
Income Tax Strategies to Help You Live Your Ideal Retirement.

See how we've assisted others in reaching financial comfort and confidence during their retirement. 

Read the Case Study

Insights for Retirees

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Our Approach

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

How We Help

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

Contact Us

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

Reach Out Today