Our team has over 60 years of combined experience working with Maine healthcare professionals.  We help our clients make informed and effective financial decisions.

Many of our clients first come to us when they are nearing retirement and want advice on important and time-sensitive topics, such as:

- Generating Tax-Efficient Income
- Capital Preservation
- Social Security Maximization
- Healthcare Planning (Before and During Retirement)
- Legacy Planning

On top of having highly personalized service, each of our clients has an individually tailored and updated financial plan and investment strategy, so that they can at all times feel relieved and confident about being able to meet all of their financial and lifestyle goals.