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Portland Financial Planning Group LLC - Maine fee only financial planners | Home

Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

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CONTACTS AT PFPG.COM

Portland Financial Planning Group

Brian Dietz

511 Cong●●●●●●●●uite 804

Por●●●and , ME, 04101

US

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Portland Financial Planning Group

Brian Dietz

477 Congr●●●●●●●●●Suite 814

Por●●●and , ME, 04101

US

1.20●●●●8821
1.86●●●●8210
in●●@pfpg.com

View this contact

Portland Financial Planning Group

Brian Dietz

477 Congr●●●●●●●●●Suite 814

Por●●●and , ME, 04101

US

1.20●●●●8821
1.86●●●●8210
in●●@pfpg.com

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Portland Financial Planning Group LLC - Maine fee only financial planners | Home | pfpg.com Reviews
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Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
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2 maine
3 me
4 maine financial planner
5 fee only
6 fee-only
7 independent
8 NAPFA
9 fiduciary
10 certified financial planner
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Portland Financial Planning Group LLC - Maine fee only financial planners | Home | pfpg.com Reviews

https://pfpg.com

Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

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1

PFPG | FAQ | Services & Fees

http://www.pfpg.com/faq2.html

Our Services and Fees. Who will be my contact(s) at PFPG? Either Brian or Tom will be your primary advisor. Behind the scenes, Brian and Tom collaborate closely to ensure that clients benefit from the insight and experience of both planners. Moreover, this structure provides clients with a back-up planner in the event that their primary advisor is unavailable. What are your professional credentials? Do you offer specific investment advice? Do you offer help with implementation? Yes, we make it a priority...

2

PFPG | PFPG Updates

http://www.pfpg.com/updates.html

NEWS and VIEWS, presents our perspective on current market events, useful financial tips, and news about our practice. Click here. If you'd like to be on the list for future e-newsletters. Here is a selection of published articles that include quotes by Tom or Brian. US News and World Report ( retirement plan disruptions. New York Times ( retiring in a bear market. Wall Street Journal ( golden years rescued. Bankrate.com ( life stages and retirement portfolios.

3

PFPG | Investment Philosophy

http://www.pfpg.com/philosophy.html

Investment strategy is only as good as its integration with the other elements of a successful financial plan, including asset protection, retirement sustainability, and estate planning. Investors achieve long-term success principally by avoiding fundamental errors, not with crystal balls or silver bullets. The only investment certainty is risk, or uncertainty. One should not expect to beat the market, but instead strive for consistent market rates of return in a low-cost and tax-efficient manner.

4

PFPG | What We Do

http://www.pfpg.com/what.html

PFPG begins by listening to you. What is your current situation? What are your personal objectives for your lifestyle, your family's future, and your own retirement? We will help you quantify those goals in financial terms and set up a time frame in which to achieve them. We help you understand what comes first, assist you in developing a responsible plan tailored to your individual situation, and handle the details about which you may not be an expert. Improving spending and savings patterns. Throughout...

5

PFPG | Resources | Useful Links

http://www.pfpg.com/links.html

How We Work With You. Our Services and Fees. Subscribe to our Newsletter. You can access your investment accounts at TD Ameritrade, Vanguard, TIAA-CREF, and Fidelity to verify balances, download statements, review transaction history, or conduct research. Vanguard and TIAA-CREF offer excellent educational resources for asset allocation, investments, retirement planning, and estate planning. We've compiled a list of resources that we believe you may find useful. CFP Board of Standards.

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LINKS TO THIS WEBSITE

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Affiliations - Ritter Daniher Financial Advisory, LLC

http://www.ritterdaniher.com/who-we-are/affiliations

How We Can Help. How We Can Help. At Ritter Daniher, all of our advisors are Certified Financial Planners. In addition, we are all registered financial advisors with NAPFA, the National Association of Personal Financial Advisors. All NAPFA members are held to the highest levels of competency. Believe that clients are best served by a comprehensive approach to financial planning, and are fee-only fiduciaries. Being fee-only means we do not sell financial products and we never make. There are quite a few i...

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NAPFA Advisors : Miceli Financial Planning - Fee Only - Denver & Littleton - Investment Management - Retirement Plans

http://www.salmiceli.com/NAPFA-Advisors.9.htm

303) 948-5789 plan@salmiceli.com. 303) 948-5789 plan@salmiceli.com. 303) 948-5789 plan@salmiceli.com. CLIENT ACCOUNTS Quarterly Reports Retirement Analysis Budget. TD Ameritrade Account Access. Markets at a Glance. Investors Capital Management, LLC - Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area. Http:/ www.feesonly.com. Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO. Http:/ www.strasbaughfinancial.com/. Http:/ www.FerroFinanci...

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Other Fee-Only Financial Planners | Frisco Financial Planning LLC

http://www.ffplan.com/links

John Gay, CFP. Bible & Money. John Gay, CFP. Bible & Money. Other Fee-Only Financial Planners. If you are in the Dallas-Fort Worth (DFW) area, it would be our privilege to begin a conversation with you to see if our services. Are a good fit for you. If you are not in the Dallas-Fort Worth (DFW) area and prefer a planner or investment firm closer to you, check out our colleagues below or search the NAPFA website. For a financial advisor in your area:. Blue Water Capital Management, LLC provides Independen...

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Investor's Capital Management : Julie Schatz, CFP : Jennifer Cray, CFP

http://www.feesonly.com/links-resources.html

Fee-Only Investments and Financial Planning. Our Certified Financial Planners build investment portfolios. That serve your life goals. ICM in the News. Julie Schatz, CFP. Jennifer Cray, CFP. ICM in the News. How to add your web site to our Link Directory ›. The links below are listed as a convenience to our visitors. ICM takes no responsibility and gives no guarantees, warranties or representations, implied or otherwise, for the content or accuracy of these third-party sites. Send us a verification e-mail.

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Other Fee-Only NAPFA Advisors | Long & Associates

http://longfinancialplanning.com/other-fee-only-napfa-advisors

Skip to primary content. Skip to secondary content. Being a Smarter Consumer. Other Fee-Only NAPFA Advisors. Other Fee-Only NAPFA Advisors. National Association of Personal Financial Advisors – Fee-Only Planners. NAPFA is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. CFP Financial Planning Advisors in Las Vegas. Vintage Financial Services, LLC in Ann Arbor, Michigan. Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah.

palermowealth.com palermowealth.com

Advisors | CFP Certified Financial Planner Austin

http://www.palermowealth.com/advisors

San Antonio: (210) 201-3148. Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama. Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial Planner(TM) professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management. Scottsdale and Phoenix Arizona Fee Only CFP Financial Advisor. Using...

jgrfinancial.com jgrfinancial.com

JGR Financial Solutions | Financial Links

http://jgrfinancial.com/financial-links

Financial Advisor and Investment Links And Resources. JGR Financial Solutions, LLC (“JGR Financial Solutions”) is a registered investment adviser offering advisory services in the State of Ohio and in other jurisdictions where exempted. We have provided these links and information as a resource and do not endorse any of the third party websites. Use your personal discretion before visiting these links and/or purchasing any services offered. Find A Financial Advisor – Fee-Only Financial Advisor Firms.

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Legal and Regulatory Information. Financial Planning and Family Office. Working with Accountants and Solicitors. Providing discerning clients with a premium independent alternative to private banks. Specialist independent pension scheme administration and consultancy services for organisations. Read Tim Prices latest blog update. Financial Planning and Private Family Office. PFP Wealth Planning offers a comprehensive, bespoke financial planning service, including:. UK and overseas retirement planning.

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Portland Financial Planning Group LLC - Maine fee only financial planners | Home

How We Work With You. Our Services and Fees. Subscribe to our Newsletter. Our mission at Portland Financial Planning Group. Is to help you achieve the peace of mind that accompanies financial security. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect. Thomas S. Rogers, CFP. Brian L. Dietz, CFP , CFA. Page for important regulatory information and documents.

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