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

207-761-4733
Employer Plans and Participants

Young Professionals

Build Confidence for the Future

Escalating living costs can hinder wealth accumulation. Our all-encompassing financial strategy takes into account your family composition, spending patterns, and income expectations throughout various life stages. We'll aid you in establishing prudent budgets and offer tailored advice to effectively navigate significant life transitions such as health issues, career shifts, and retirement preparations. 

Common Questions from Young Professionals

We’ve helped many young individuals and families navigate their personal, family, and career-based financial concerns. Here are some of the most common questions we’ve heard from people in this stage of life:

  • How do I start building a financial plan that fits my goals and lifestyle?
  • How much should I be saving, and where should I be saving it?
  • Should I prioritize paying off debt, saving for a home, or investing for the future?
  • What’s the best way to start saving for my child’s education?
  • How can I protect my family financially if something unexpected happens?

Get Answers Today

Do More than You Thought Possible

Connect with Pine Harbor to create a financial strategy that supports your goals, protects your loved ones, and gives you confidence to pursue your ideal future.

Let's Talk

Case Study:
Don’t Get Overwhelmed By Decisions

See how we’ve guided other young individuals and families through what can feel like an overwhelming number of decisions.

Read the Case Study

Financial Calculators

The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.
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Simple 401k

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.
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My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.
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Links & Resources:

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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