Honest Financial Advice and Inspired Solutions
Whether you’re seeking advice on preparing for your own retirement, managing wealth, or overseeing a corporate retirement plan, we know that you want to find confidence and comfort in your choices.
We’ll be at your side to provide guidance and counsel for your financial path forward. We do more than give advice – we’re committed to helping you lead your best life.
Life happens. That’s why we take pride in using a unique combination of creative ideas and experience to assist you in assuring that your family legacy continues uninterrupted should unforeseen events occur.
March, 2022 – Matthew Arey joins Michael Lebel, Laurie Reed, and Jennifer Breton as Partner in the firm.
March, 2022 — The list is released annually by the National Association of Plan Advisors.
December 2021 – Matthew Arey graduated from law school, passed the Maine Bar Exam, and was sworn in at the Maine State Courthouse.*
July 2022 We know you are enjoying the summer! But how’s your retirement plan doing? Summer can serve as…
July 2022 401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in…
June 2022 The Department of Labor (DOL) is the principal executive office responsible for administration of retirement plan assets….