MAINE ACCOUNTANTS ALLIANCE, INC.

Financial Planning
Maine Accountants Alliance collects information to produce a general overview of a client's financial circumstances, and then provides detail in any area that is of particular complexity.  Our sophisticated program allows us to create plans from the simple to the complex, addressing the full range of client financial needs.

The financial plan is the basis of the financial plan we develop for clients.  The plan provides a graphic, personalized roadmap for our clients to follow in order to attain their financial goals.  It allows us to plan effectively with our clients for every phase of their financial lives - from the early stages of debt and its eliminations, through the accumulation stage, into retirement and management of cash flow, and finally, to the transfer of wealth between generations. 

At Maine Accountants Alliance, we have solutions for the many financial challenges clients face, with the financial plan as the starting point.

 

Planning and consulting services offered through Maine Accountant Alliance, Inc.  50 Five Corners Rd., New Sharon, Maine  04955  (207)778-2250

Investment advisory services and securities are offered through Cadaret, Grant & Co. Inc., Member FINRA/SIPC  One Lincoln Center, Syracuse, NY 13202  (315) 471-2191

Maine Accountants Alliance, Inc. and Cadaret, Grant & Co., Inc. are separate entities.

 

Copyright © 2006  Maine Accountants' Alliance, Inc.