An entrepreneurial couple that built a family, a business and a fulfilling life

A husband and wife met at a young age in rural Maine and started their own businesses after college. We worked with them throughout the years, seeing them raise a wonderful family, send their kids to college and sell one of their businesses to a large publicly traded company. With our comprehensive approach to financial planning, we helped them with a wide range of needed services, from education planning to insurance planning to estate planning. Today, we see them focus on enjoying retirement with their grandkids while maintaining the lifestyle their family has enjoyed for decades. They often remind us that they could not have done this without our team and are thankful to have us in their lives. We feel the same about them.

The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.