Nubble Lighthouse on a rocky cliff overlooking the ocean

Portland Head Light on a rocky coast at sunset

View from a wooden sailboat deck at sunset on the ocean

Wooden ship steering wheel against a cloudy sky

Corporate Plan Services

Plan Support Services designed and organized around individual sponsor needs and preferences.

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Value of Advice

Our focus is on our client's personal goals - it gives clarity and purpose to the work we all do every day.

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Wealth Management

Integrate your financial resources with your vision of personal fulfillment, security and integrity.

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What does it mean to live a full life? A rich life?

Our approach is built on the philosophy that your wealth should be aligned in such a way that it enables your life, not the other way around.

Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Calculators

Car Affordability

How much can you afford to pay for a car?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators