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Falmouth Office

75 Leighton Road, #3,

Falmouth, ME 04105

Individual & Family

No matter what financial circumstances you are in, our teams is are here to help protect you and your family through the ins and outs of life’s many changing events. Whatever your unique situation, we have financial solutions designed to help.

Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you’re trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage; you may be put in a position of caring for the people who supported you throughout your life; or you may be negotiating a settlement to divide your combined assets—no matter what the situation, you’ve got a lot to think about. Planning now could help make the difference between just getting by and living comfortably down the road.

LIFE EVENTS

LIFE EVENTS

We’ll work with you to help you prepare for the unexpected and take you step-by-step through the uncertainties of planning for your financial future. We’ll work with you to help you prepare for the unexpected and take you step-by-step through the uncertainties of planning for your financial future.

  • Family & Life Changes
  • Preparing for the Future
  • Unexpected Hardships
  • Wealth Accumulation
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FINANCIAL PRODUCTS & SERVICES

FINANCIAL PRODUCTS & SERVICES

We offer a wide range of products designed to provide you with the flexibility you’ve been searching for, and to help meet your needs during the unique situations life throws your way. We offer a wide range of products designed to provide you with the flexibility you’ve been searching for, and to help meet your needs during the unique situations life throws your way.

  • Annuities
  • Disability Income Insurance
  • Individual Retirement Account (IRA)
  • Life Insurance
  • Long Term Care
  • Mutual Funds
  • SpecialCareSM
  • Trust Services
  • 529 College Savings
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