A Comprehensive Approach to Financial Preservation & Growth
Located in Waterville, Maine near the banks of the Kennebec River, Choice Investments provides wealth management advisory services, retirement income planning, trust and nonprofit endowment management and alternative investments to families, businesses and nonprofits throughout the state of Maine.
Our team has more than 50 years of combined experience within the financial services industry. All are active community members and natives of Maine. Our approach is inviting, helpful, compassionate, comprehensive and confidential.
Financial Investment Services Include:
- Diversified Asset Allocation & Portfolio Management
- Wealth Management Advisory Services
- Retirement Income Planning
- Trust & Nonprofit Endowment Management
- Alternative Investments
- Family Protection: Insurance, Estate & Trust Planning
- Tax & Legacy Planning
- Small Business Succession Planning
Take the Next Step Toward Your Financial Preservation and Growth
Contact Choice Investments for a complimentary and confidential wealth management consultation.
Serving the Greater Waterville, ME Area, including Oakland, Winslow, Fairfield, Belgrade, Augusta, Gardiner and Hallowell, ME
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Around the country, attitudes about retirement are shifting.
The average retirement lasts for 18 years. Are you prepared to fill that many days?