Your life is uniquely your own. Your financial plan should be as well. Our role is to help you align your financial decisions with your life goals, the people you care about, and the causes you believe in.
Office Address:
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Phone:
- (340) 776-1400
E-mail:
Newsletters
-
HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.