Portland Financial Planning Group, LLC

Description

Our mission at Portland Financial Planning Group is to help you achieve the peace of mind that accompanies financial security. We provide a coordinated approach to addressing each client’s financial circumstance. We promote practical solutions and financial well-being in a collaborative relationship built on trust and respect. Our Maine-based firm has provided comprehensive, fee-only financial planning services to professionals, retirees, and their families since 1998. PFPG offers objective, personalized advice on goal-setting; cash flow and debt management; tax planning; asset allocation and investments; education planning; risk management; retirement planning; and estate planning. PFPG is committed to the highest ethical and educational standards in the financial advisory profession. We subscribe to the fiduciary oath of the National Association of Personal Financial Advisors and to the Certified Financial Planner

Products & services

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