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
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Do your insurance needs stay the same when the nest empties?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Do you have causes that you want to support with donations? Here are three tips.
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.