PO Box 407, Howland, Maine 04448 garytour@midmaine.com
Phone 207.732.4543 Toll Free 888.233.4543
President
Gary Tourtillotte
Plan Development
This page is designed to help you understand the process I use to develop an investment plan.
Each person I meet with will have an extensive survey done in person to make sure they qualify for the type of investment plan they are looking for. I want you and your investment to be a good match. Factors considered in the plan recommendation are age, diversification, income needs, growth needs, tax deferral desires, liquidity needs, safety of principal, as well as others.
Our process consists of the following steps:
Educate you about your financial options.
Help you solve the challenges created by the transitional event.
Help you define the desired outcome.
Gather information about your situation.
Develop possible scenarios and pathways to achieve your goals.
Determine the best options for your situation.
Develop a written plan.
Implement the plan.
The safety and security of your money is our first priority. Therefore most of our strategies will have your principal guaranteed. We look forward to working with you as you look for solutions to your financial questions.
If you would like to request a FREE CONSULTATION and PLAN fill in the form below and email it to our office.
Place your name, address and phone number in the box below and submit, to get your FREE plan consultation.
