USA Financial
Our primary partner is USA Financial: In the financial services industry, choosing the right firm to work with is one of the most important decisions an advisor can make. They are known for their Plan First, Invest Second® philosophy for investors. They help us through technology, coaching, marketing support, and processing your requests and accounts. This makes them a good partner for us as we seek to keep your best interest at the heart of every recommendation we make. Their processes and tools help us prioritize planning with you before taking financial next steps.
Ramsey Solutions
It is our mission is to help individuals and families pursue financial confidence through trusted guidance, meaningful relationships, and comprehensive planning. We also value partnerships with trusted professionals with whom we share values and overall outlook on life.
Status as a SmartVestor Financial Professional does not imply a certain level of skill or training.
Attorneys
Wills, trusts, probate and more! All of these things are likely to come up at some point during our time together. We partner with several local attorneys who we trust to guide you through the process of getting these critical pieces in place.
Accountants
Tax decisions are an important part of your overall financial picture, and we help you understand how taxes may affect your long-term goals and planning strategies. While we are not accountants and do not prepare taxes, we collaborate with trusted tax professionals to ensure you have the right expertise when tax-specific guidance is needed.
Insurance
Life insurance is an important consideration within a well-rounded financial plan. During your working years, it can help provide protection for those who depend on you, and later in life it may support legacy and estate planning goals. As part of our risk management conversations, we will review how insurance may fit into your overall financial strategy and work with trusted insurance partners to provide solutions designed around your unique circumstances.
A Partner On
Your Life Journey
Putting together a comprehensive financial plan requires expertise that sometimes fall outside of our purview. At Bangor Wealth Management, we pride ourselves on the excellent strategic partners that we work with throughout our relationship. Whether it’s estate planning questions or complicated tax questions that come up, we have strategic partners on standby that have the depth of knowledge required to support you in all areas of financial planning.
We believe great financial guidance begins with understanding where you are, where you want to go, and what matters to you along the way. Through our SmartVestor Pro partnership, we are able to provide clients with additional tools and resources designed to help them make informed decisions and build a strong financial foundation.
While every family’s situation is unique, our approach remains the same: listen first, simplify the complex, and create a plan that aligns with your goals and values.
Our partnership with SmartVestor Pro allows us to combine the strength of a nationally recognized financial education platform with the personal relationship and local care of a family-run Maine firm.
Book your complimentary Fit Meeting today and start the conversation.