Welcome, I'm Sandra Morin, EA, a financial and accounting professional in Bradley, Maine. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, tax, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
We also understand that small business owners each have unique accounting, tax, payroll, and retirement needs for their business. At the initial conference, we discuss the nature of the work to be done for you and the fee arrangement. Our professionals have years of experience in accounting, tax, and financial services. We can help you address your needs of today and for many years to come.
We look forward to working with you through all stages of your life, please call 207.827.0408. One way to find money is to examine your current spending habits and eliminate money wasters.
We also understand that small business owners each have unique accounting, tax, payroll, and retirement needs for their business. At the initial conference, we discuss the nature of the work to be done for you and the fee arrangement. Our professionals have years of experience in accounting, tax, and financial services. We can help you address your needs of today and for many years to come.
We look forward to working with you through all stages of your life, please call 207.827.0408. One way to find money is to examine your current spending habits and eliminate money wasters.
Services
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals.
I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals.
I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
Our mission is to get to know and understand your needs, wants, and long-term goals.
We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
The firm's fees are based on the time and expertise required for your business.
Our objective is always to give you as much value as possible for the fee charged.
At the initial conference, we discuss the nature of the work to be done for you and the fee arrangement.
There is no charge for this conference and we encourage you to discuss fees with us at any time.
Operating Statement - Gives a clear, concise picture of the profit and loss for the month, as well as, for the year-to-date.
The percentages provide a management tool for controlling your business.
Our objective is always to give you as much value as possible for the fee charged.
At the initial conference, we discuss the nature of the work to be done for you and the fee arrangement.
There is no charge for this conference and we encourage you to discuss fees with us at any time.
Operating Statement - Gives a clear, concise picture of the profit and loss for the month, as well as, for the year-to-date.
The percentages provide a management tool for controlling your business.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
For many, retirement includes contributing their time and talents to an organization in need.
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
For many, retirement includes contributing their time and talents to an organization in need.
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