Retirement Seminar

Retirement Seminar

Coming up soon, on May 22nd at 6 PM in Old Orchard Beach, I’ll be running a retirement income seminar.   During this seminar which is expected to last roughly an hour, we’ll cover the following topics and more: My personal and professional background What are...

Schedule a Meeting

Going back and forth with dates and times can be exhausting.  I’ve added a new tool to my website that will allow you to pick an appointment that works for you and to indicate where you’d like to meet.  Take a look here and book an appointment to chat...

A Fresh Look

Big news!!  We’ve got a brand new website.  You’ll find a far more smooth and organized layout.  This new site is also a mobile responsive site.  This means that it will reorient itself when you view it on a phone or tablet.  At the bottom of each page,...

Moving Day!!!

After a very long time, a move was in the cards. Come see our new office spaces at 66 Pearl Street, Suite 310 in Portland. More space, a better set-up, and a great location. We hope you’ll like it. Unsure of What You Need? Find what's right for you and your...

Ask an Expert with Time Magazine

Many of us are parents and we have visions of a wonderful life for our children.  As they grow, there are times where we want to assist them financially.  Time.com’s Money section fielded a question on this topic in their Ask an Expert column and I got the...

Work with a CFP Professional

You need to work with a CFP(R) Professional for your financial planning and investment needs.  After all, we taught this guy his moves.  See this video for more. Unsure of What You Need? Find what's right for you and your lifestyle. Early Career Growing Family/Growing...