Appointments

Reach me by email to start a conversation. I am happy to meet in person, over video conference, have a short consultation by phone and/or answer questions by email and text if you prefer.  I am based in Southern Maine but serve the entire states of Maine and New Hampshire and will accommodate any of your scheduling needs 7 days a week.  I am happy to discuss your retirement plan(s) so you can better plan ahead.  In the event you are interested in a life insurance policy, many applications are completed electronically and require no medical exams. 

There is no case too large or complicated, reach out today.