Tax Planning

We create strategies that minimize your tax liability while helping you save money.

Risk Management

We identify and evaluate areas of risk followed by planning for unforeseen & inevitable circumstances.

Legacy Planning

We believe that your most important assets are not money but are the people you love. We help you plan the legacy you leave them.

Retirement Planning

We pursue your vision of the future with goal setting, asset allocation & revenue determination.

Schedule a Discovery Meeting.

Meet the team!

Bridging the gap between generations with our diverse group.

Rod Black

Financial Advisor

rblack@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Rod's full bio.

Bonnie McLellan

Administrative Assistant

bomclellan@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Bonnie's full bio.

Stephanie Black

CRM Specialist

sblack@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Stephanie's full bio.

Taylor Black

Director of Marketing

tblack@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Taylor's full bio.

Let's get started today!

Our three-step approach puts you in the driver's seat and ensures that you understand the unique retirement plan that we'll customize for you.

Discover

We’ll take the time to discover what is important to you. What do you want to accomplish? What concerns do we want to try to eliminate and what opportunities should we explore?

Design

Once we understand what is important to you, we’ll design a plan that is unique to you. Most importantly, we want to make sure you understand it entirely so you can have confidence in it moving forward.

Deploy

After your plan has been carefully designed, we will put the plan in action. The implementation phase of the financial planning process is an important step.