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
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It's important to make sure your retirement strategy anticipates health-care expenses.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
Around the country, attitudes about retirement are shifting.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.