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
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Rightsizing for Retirement
What does your home really cost?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Earnings season can move markets. What is it and why is it important?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It's important to understand how inflation is reported and how it can affect investments.
A few strategies that may help you prepare for the cost of higher education.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
All about how missing the best market days (or the worst!) might affect your portfolio.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here is a quick history of the Federal Reserve and an overview of what it does.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”