Financial Advisors in Winslow, Maine (Kennebec County)

Abby Morton, CDFA, CFP, MBA
SagePath Financial Planning, LLC is an independent, fee-only financial planning firm based in Bangor, ME and serving clients in Maine and North Carolina. Founded in 2004 by Abby Turner Morton, SagePath Financial Planning offers hourly, as-needed financial planning and advice, regardless of net assets or level of income. We frequently address topics such as: retirement planning, investment and asset allocation reviews, budgeting and debt reduction plans, college funding advice, and defining financial goals. Our goal is to help clients foster peace of mind through proper planning today.... See More

EXPERIENCE; in the fee-only advisory business since 1983
CREDENTIALS; MBA, CFP
UNIQUE; Fee-only meaning no commissions accepted. Independent meaning conflict-of-interest free rendering of advice
visit website for more info or go to www.napfa.org

Michael Goldman, CFP, MA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);GoldmanFinancial Planning specializes in meeting the needs of everyday people. Expertfinancial planning and coaching services are available on an hourly, as-neededbasis.You can get as little or as much help as you want — from a one-timemeeting addressing a specific area to comprehensive planning for allaspects of your financial life. You can also improve your money-managementskills and learn to use money to help achieve lifelong url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Michael Donahoe, CFP, MBA
Harvest Asset Group is an independent, fee-only financial planning and investment advisory firm. We are committed to a personalized approach to help you establish and reach your financial goals. As a Harvest Asset Group client you can expect:To work with professionals who seek to understand your unique circumstances, values and preferences.Consistent focus on your goals and how to best achieve them.Help understanding different options regarding important financial decisions, so that you can move forward with confidence.Clear, plain English explanations of financial concepts and products.A dynamic process that helps prepare for changes in life—either expected or unexpected.To work with a fiduciary who puts your interests first.
We welcome your phone inquiries to learn more.... See More

Our mission at Portland Financial Planning Group is to help you achieve the peace of mind that accompanies financial security. We provide a coordinated approach to addressing each client’s financial circumstance. We promote practical solutions and financial well-being in a collaborative relationship built on trust and respect.

Our Maine-based firm has provided comprehensive, fee-only financial planning services to professionals, retirees, and their families since 1998. PFPG offers objective, personalized advice on goal-setting; cash flow and debt management; tax planning; asset allocation and investments; education planning; risk management; retirement planning; and estate planning.... See More

Laongdao "Tak" Suppasettawat, CFP, CPA
A meaningful relationship starts with thoughtful, two-way conversations. Share your life, your needs, your inspirations, you current situation and your concerns.
We will help you create a carefully thought-out and realistic plan that will help you realize your goals. This financial plan is a blueprint that spells out your financial well being, short-term and long-term goals, tolerance for risk, anticipated savings and withdrawal rates, and required investment returns to reach your financial goals. Having a financial plan will help you focus on your goals, reduce anxiety during down markets, track your progress, and avoid short-term reactions that could hinder your best interests.
As a fiduciary, your best interest is our top priority as well as our obligation. Our fee-only service model removes potential conflicts of interest and provides transparency. We offer a choice of flexible-fees, asset-based fees, hourly fees, or an annual flat fee. Fees are based on an ongoing relationship and include unlimited phone calls and emails, as well as face-to-face meetings at least once a year.... See More