Comprehensive Financial Planning and Asset Management for Individuals and Families

Mark Patterson is an Independent Investment Advisor offering fee- based comprehensive financial planning services and products to clients in Maine and New Hampshire.

Mark and his team can help individuals and families address investment principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management analysis. He may also be able to answer common questions that families, and individuals alike, may have when approaching, and/or planning for retirement.

Some common questions are:

• When can I retire?
• Are my investments working hard enough?
• What’s the risk in my investment portfolio?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?

Financial Planning

• Retirement income plans
• Tax-free retirement and investment
• 401(k) plan consulting
• 403(b) plan consulting
• College planning
• Estate plans
• Option strategies
• Hedging strategies
• Investment risk mitigation
• Managed fixed income portfolios
• Individually managed equity and debt portfolios

Insurance Consulting

• Premium financing
• Life insurance
• Long-term care insurance
• Medicare
• Business buy/sell
• Equity indexed annuities