|
Maine Accountants Alliance uses software developed by MoneyTree to produce a
financial needs analysis for our clients. This software allows us to
develop a general overview of a client's financial circumstances, and then
provides detail in any area that is of particular complexity.
This sophisticated program allows us to create plans from the simple to the
complex, addressing the full range of client financial needs. The financial needs analysis 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. This
sophisticated software meets the planning needs of all the clients we have -
from the relatively simple to the complicated. 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
every financial challenge, and the financial needs analysis is the starting
point of the planning process.
S ecurities offered through
Northern Capital Securities Corporation, Member NASD/SIPC 300 Brickstone
Square, Andover, MA 01810-1492
§
(978) 289-1000
Investment advisory services offered through Maine
Accountant Alliance Investment Advisor 50 Five Corners Rd., New Sharon, Maine
04955 (207)778-2250
|
