On Course Financial Group, LLC / Financial Advisor in Portland, Maine
Our Firm offers a comprehensive, fee-only approach to financial planning and investment advisory services. We serve a wide range of clients, including corporate executives, professionals, physicians, business owners, retirees and others. We are independent, and our clients are served directly by the two principals of the firm. Our advisors are CERTIFIED FINANCIAL PLANNERS® with a wealth of planning and investing experience. We are also NAPFA registered investment advisors (National Association of Personal Financial Advisors). This is a mark of distinction which demonstrates that we serve as fiduciaries for our clients, take a comprehensive approach to financial planning, and meet high competency and continuing education standards.
Our Mission is to partner with clients to enable them to overcome uncertainty, take control of their finances, and move confidently toward their goals. Our purpose is to help build, manage and preserve your wealth over your lifetime. As fiduciaries, we put our client's interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is measured only by our clients' success in achieving their goals.
Our Clients share in our belief that financial advice is best offered in an environment that minimizes potential conflicts of interest. Many have learned through experience that uninformed decisions can be costly, and are highly motivated to work with a Fee-Only professional advisor who does not sell financial products. Many of our clients are pre-retirees, retirees, and younger clients interested in planning for a successful retirement. Many have handled their own financial decisions for years, and now recognize the benefits of partnering with a professional to address the increased complexity of preparing for, transitioning to, and living in retirement.
Our Mission is to partner with clients to enable them to overcome uncertainty, take control of their finances, and move confidently toward their goals. Our purpose is to help build, manage and preserve your wealth over your lifetime. As fiduciaries, we put our client's interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is measured only by our clients' success in achieving their goals.
Our Clients share in our belief that financial advice is best offered in an environment that minimizes potential conflicts of interest. Many have learned through experience that uninformed decisions can be costly, and are highly motivated to work with a Fee-Only professional advisor who does not sell financial products. Many of our clients are pre-retirees, retirees, and younger clients interested in planning for a successful retirement. Many have handled their own financial decisions for years, and now recognize the benefits of partnering with a professional to address the increased complexity of preparing for, transitioning to, and living in retirement.
Specialties
Comprehensive Financial Planning Fee Only Independent Investment Advisor Retirement Distribution Plan Retirement Planning Sustainability Wealth ManagementNestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.108 secs on 04/25/24)
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