Macleod-Ball, Michael W Agt

HistoryWe work with individuals, families and business owners to help the plan for and reach their financial goal and objectives. We take a comprehensive approach to financial planning looking at tax planning, estate planning, investment planning, retirement planning and more.SpecialtiesRetirement Planning Strategies Investment Management Tax Planning Strategies Wealth Preservation Strategies Retirement Plan Distribution Investments Family Finances Saving for Education Estate Planning Strategies Employee Stock Options Charitable Giving Women's Financial Strategies Small Business Sustainable and Responsible Investing Retirement Income Strategies Social Security Retirement Benefits Intergenerational Planning Insurance Cash Flow Management Strategies Executive Compensation and Benefit Strategies Business Retirement Plans Financial Strategies for LGBTQ Couples and Families Domestic Partner Planning

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kennebunk, ME area, Karrie Shaw will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

At Seacoast Financial Planning, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Kennebunk, ME area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.