Comprehensive Financial Planning

WealthSmith Financial Planning offers comprehensive financial planning, retirement income planning, and investment advisory services to individuals and business owners. The planning covers cash flow, retirement, risk management, investment management, tax management, and estate planning, along with business succession and exit planning and Medicare planning. Owner Gary has more than 25 years of experience in retirement planning and wealth management.

The firm starts with a discussion of your goals, then reviews strategies and implementation steps in a few meetings, and keeps checking the plan as circumstances change. Relationships often run for decades. A free consultation is offered, and appointments can be booked online. The office is at 75 Pearl Street in Portland, Maine.