Given the public health concerns regarding COVID-19 we are constantly monitoring the available information as events unfold and responding in accordance with CDC recommendations. Our focus is the safety of our employees and their families, clients and our communities.

To protect the health and safety of our clients and employees, beginning Wednesday the 18th, we are scheduling phone appointments only.

Rest assured we are here to answer your questions.  

Our office hours are Monday – Friday, 7:30 am to 4:00 pm.  
Please call us at (207) 778-9779

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.