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Delivering the Support and the Financial Guidance You Need

We know that recent months have been complicated and sometimes confusing, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of how the situation continues to evolve in the coming months.

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we have continued to do business throughout. 

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us. 

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We can offer a variety of meeting options to our clients so that you can decide what is in the best interest of you and your family.  We are happy to meet in-person, by phone, or via Zoom.    

We will continue to be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 207.653.8423 any time.

We are always here for you.