Portland Financial Planning Group, LLC

Portland Financial Planning Group, LLC is a financial planner in Portland, Maine. The firm provides comprehensive, fee-only financial planning services to professionals, retirees, and their families. Their specialized services include retirement planning, estate planning, investments, insurance, tax planning, asset allocation, and education planning.

Since 1998, the firm has utilized an integrated approach to address the unique financial circumstances of each client through a collaborative relationship built on trust and respect. As an independent, fee-only firm, they make no product sales and receive no commissions, allowing them to make professional recommendations based solely on the best interests of their clients. The team is committed to high ethical and educational standards, subscribing to the fiduciary oath of the National Association of Personal Financial Advisors and the Certified Financial Planner code of ethics.

Portland Financial Planning Group, LLC is known for its commitment to objectivity and its dedication to helping clients achieve financial security. The firm's reputation is built upon a foundation of professional integrity and a long-standing history of serving the Maine community with personalized, transparent advice.

The firm provides expert financial guidance to help individuals and families in Portland navigate their long-term financial goals.

Services:

• Comprehensive Financial Planning
• Estate Planning
• Fee-Only Financial Advice
• Investment Management
• Retirement Planning