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Alexander Mills
Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their...
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Lance Huebner
CFP®
GFC Planning
GFC Planning exists to help people feel more confident in their financial life by addressing what matters most to them. We do so by simplifying the complexities of financial life, reducing stress,...
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Zach Kuehl
CFP®
Madison Partners
At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate...
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Thomas "Casey" Loper
Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...
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Sofia Dumansky
CLTC®, LUTCF®, CFP®, MBA, MSM
Legatum Financial LLC
Derived from the Latin word meaning legacy, the name Legatum Financial is inspired by the belief that with intentionality and careful planning, you have the power to create a strong and prosperous...
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Justin Stanfill
Founding Partner
Cerrito & Stanfill Wealth Management
At Cerrito & Stanfill Wealth Management, we build portfolios with a Purpose In Mind. That Purpose is the one you outline to us in our planning process. Once we thoroughly understand what you are...
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Latest Blog
11 min read
14 Oct 2026
Is Retirement Planning a Tax Strategy or a Life Strategy?
Taxes are a major part of retirement planning, whether people realize it or not. For much of your working life, you save and invest, often without paying taxes on that money right away. But when you withdraw those funds in retirement, taxes are likely to show up. Capital gains, interest,...
14 min read
13 Oct 2026
How Many Stocks Make An Ideal Portfolio?
Buying a stock today takes about as much effort as ordering coffee. No broker on the phone, no minimum lot size, no waiting for a paper confirmation in the mail. That ease is exactly why so many portfolios drift into two bad shapes. Some end up holding four or five...
15 min read
12 Oct 2026
Should Your Portfolio Become More Conservative as You Approach Retirement?
Somewhere in your late 50s, your money’s character changes. For three decades, it fueled growth. Now it’s about to become your paycheck. That shift is why the oldest rule in retirement planning tells you to trade stocks for bonds as the date approaches, and why a conservative retirement portfolio, one...
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