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Portland Financial Planners

Portland financial planners can help you plan for all the important goals you have for your future. Certified Portland, Maine financial planners specialize in valuable finance services that will assist you in planning financially for a family, planning for your first home, reducing your debt, organizing your estate planning documents, and funding your retirement.

The best weapon you have to face the unknowns in life is planning and preparation. When you are prepared for emergencies, life is more manageable. Your Portland financial planner can show you a path to financial freedom through planning and preparedness. You can research Portland financial planners from your own home. We will help you understand the services they offer and how they can help you.

Planning for a Family

As you begin to ponder having a family or you have already started a family, chances are you are thinking about buying a home in Portland. The sense of independence that home ownership offers is just one benefit. The mortgage interest deduction is also a great incentive to purchase a home. A Portland financial planner can show you how it works, and how much it can save you every year. When you combine this with contributions to a Maine IRA, or a college savings account, you can put a real dent in your tax bill. Also, a Portland, ME financial planner can show you how to use that savings to increase your investment income or pay down your debt.

Budgeting and debt reduction are also valuable tools you can use to improve your family's bottom line. Preparing and following a budget may seem easy, but you really need the help of an experienced, professional financial planner in Portland, Maine to get the best results. Budgeting starts with a real analysis of your income. Many of us spend more than we bring in and that can lead to costly long term debt. When you get a real idea of what you are bringing in and what you are paying out, you can implement changes that matter. A Portland financial planner in ME can help you tighten up your budget and use the savings to pay down your debt to save you some money.

Becoming completely debt free is not always possible in the short term, but you can reduce your debt now, improve your credit score, and work towards becoming debt free in the future. Financial freedom is found when you are on a path to a debt free life, you have sufficient home retirement planning in place, and your estate plans are there. Let a Portland financial planner in ME get you started.

Estate & Retirement Planners

Portland financial planners are experienced and effective in helping you plan for your retirement and beyond. Retirement planning is unique to each individual. There are decisions to be made that only you can make. You probably have a vision in your mind of how you want to spend your time. Maybe you want to travel outside of Portland. Or, maybe you want to live near your grandchildren and watch them grow. Regardless of your plans, you need the funds in place to accomplish your goals. Your Portland financial planner will analyze your IRA and 401k accounts and show you how to increase your savings, or they may employ some risk management strategies to make your plan a little safer and more balanced.

Estate planning is vital. Sometimes we put off the hard decisions because they are difficult to think about. It does not take much time to get the documents you need in place. These include your will and long term health care directives in case you are unable to make medical decisions for yourself. You and your family need the protection that a comprehensive estate plan brings.

Part of effective estate planning is life insurance. There are many different policies and providers. Each policy style has its pros and cons. It can be difficult to decide what fits your needs. Financial planners in Portland can assist you in finding the right coverage amount, policy style, and provider. They can help you through the process of obtaining a policy by preparing you and answering all of your questions.

Certified Planners

As you begin to research Portland financial planners from the comfort of your living room, don't forget that all planners are not the same. You must insist on a certified finance planner. Certification is your guarantee that your planners have been tried and tested. You can get a no obligation consultation with a certified finance planner so you can ask them to show you just what they can do for you. When you have an expert in all things money, you will always have the answers you seek. Your future is too important to leave to chance.

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This site makes finding a quality financial planner a piece of cake. I found an awesome local advisor who sorted out my retirement goals easily!
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Financial Planners in Portland Maine

Charles Dwight, MBA, CFA
Charles Dwight, MBA, CFA
226 Western Avenue
Kennebunk, ME 04043

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