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Year-End Financial Planning Checklist
Independent, collaborative financial planning, where our clients come first.
At the core of our services is a disciplined investment process—one that begins and ends with our clients. We provide independent advice to guide clients in creating a holistic plan for their future. Our aim is to leverage our team's 129 years of combined experience to craft investment advice that empowers our clients to make informed investment decisions to meet or exceed their investment objectives. Our team provides unparalleled service to build confidence and trust in our clients, working with you to create a customized plan, tailored specifically to your needs.
The Benefits of Independence
As independent financial advisors, our objectives are always aligned with yours. Your goals, expectations, and risk tolerance drive every recommendation we make. With no pressure to promote a particular product or answer to a parent company’s sales quotas, we are free to provide you with sound, impartial guidance for your financial success.
What to Expect from Your Advisor
At Casco Bay Wealth Advisors, we measure our success by how well we help you achieve your financial objectives, and we expect to be held to the highest standards. In all our client relationships, we are committed to: