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      Details

      A Financial Planner with a Conscience

      General Info

      Welcome to Saltwater Harbor Financial Planning, where we guide you through building and securing your financial future. Our philosophy is simple, our clients come first. Working as a fee-only financial advising firm, we never take commissions, bonuses or gifts of any kind in exchange for your business. We are not here to sell you anything except the confidence that your financial future is in the hands of those who care about you, your family and your dreams. Let us help you design your financial future today.Future Financial StabilityHere at Saltwater Harbor, your goals for your financial future are our starting point. From there, your confidence and trust become our top priorities. We work diligently and listen closely to each client in order to achieve a secure and stable financial plan tailored to your individual needs.The Fee-Only DifferenceWe are financial planners with a conscience. Saltwater Harbor works for their clients, not a commission check or percentage on the sale of your financial future. The Fee-Only model we work with allows our clients to see the true compassion and desire we have to help each and every person that comes to us with a need.An Ocean Of PossibilityWe have the skills and confidence to set you and your family down a financial path to the possibility of more. With the strong foundation we set through achieving your goals, we can start the design of your dreams. Saltwater Harbor will help you build your monetary stability, leaving you ready to set sail on an ocean of financial possibility.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Sat

      Contact Info

      Phone:

      Main - 888-480-2650

      Address:
      1 Poplar Dr Brunswick, ME 04011
      Email:

      Other Email:

      Links:

      Saltwater Harbor Financial Facebook Page

      Saltwater Harbor Financial About Page

      Saltwater Harbor Financial Home Page

      Categories
      Financial Planners, Financial Planning Consultants, Insurance Referral & Information Service, Retirement Planning Services, Taxes-Consultants & Representatives
      Services / Products
      Fee-Only Comprehensive Financial PlanningWe provide analysis of all aspects of a clients finances and design a plan to address needs and goals within the context of their life. We are able to impartially evaluate and recommend a sound plan of action in order to achieve the financial goals our clients want and deserve.Strategic Tax PlanningWe offer expert analysis and design of strategies utilizing the Internal Revenue Code so that our clients pay the lowest legal amount of taxes and receive the full benefit of those provisions.Investment Recommendations & Portfolio DesignThrough our adherence to the fiduciary obligation, which requires us to place our clients needs ahead of our own, we can design a portfolio that meets your needs, instead of our sales quotas. We work to create portfolios that minimize fees and expenses while maximizing growth and tax-efficiency. We assist people looking for guidance and security that their finances are handled with attention to the best way to grow for their specific financial plan.Estate PlanningWe work in conjunction with your attorney, or one that we can help you select, to create an estate plan that will not only honor your memory but also make the most efficient use of your resources. The design and use of a plan that is in compliance with current tax provisions and estate law will decrease the cost and time associated with the use of the probate system or other inefficient methods of property transfer.Medicare PlanningAt Saltwater Harbor Financial we specialize in the delivering of effective Fee-Only financial planning that among other things, has the potential to shelter your assets from the ravishes of extensive healthcare costs and/or medicare recaptures. The fear of several generations of wealth being lost through long-term care or nursing home utilization can be very real. We work to keep your finances safe when facing these issues and can provide guidance and solutions in such situations.
      Location
      A full interactive map can be found at our website: http://saltwaterharbor.com/contact/
      Amenities
      We are fiercely independent and proud of it. We work for no one except out clients, period.
      Accreditation

      FPA

      Think Local!

      NAPFA

      Data provided by one or more of the following: Thryv, Data Axle, Yext.