MAINE ACCOUNTANTS ALLIANCE, INC.

Financial Needs Analysis
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.

Securities 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

 

 

 

Copyright © 2006  Maine Accountants' Alliance, Inc.