Retirement Income Planning
If you are retired or preparing to retire, there are critical issues and considerations that must be addressed. Key considerations include determining whether your savings will last throughout retirement, maintaining your desired lifestyle, and deciding whether to roll over your 401(k) or keep it in its current account. Structuring your pension wisely, understanding the role of Social Security benefits, and adapting your investment strategy for retirement are also critical. Additionally, reviewing your beneficiaries and estate plan can help protect your assets and ensure they are distributed according to your wishes. A comprehensive plan can make all the difference in navigating retirement with confidence.
Individual and Family Financial Planning
Our goal is to help you pave a path to financial security and success. At White Pine Wealth Management, we harness the power of Wall Street to give you access to a wide range of investment opportunities and options.
We work with you to craft a highly personalized financial plan with well-defined, long-term goals. From asset allocation to implementation and execution, White Pine Wealth Management provides the necessary, comprehensive analysis to craft a custom financial plan.
Once your financial plan is in place, we monitor and manage it, helping to make sure you stay firmly on track and aligned with your objectives.
Multi-Generational Wealth Planning
You’ve worked hard to create secure, lasting wealth, but teaching the next generation to preserve it for themselves and prepare for future generations is often overlooked. Successful multi-generational wealth management determines who will inherit your wealth, the tax implications that can often derail effective planning, and addresses underlying philosophies that honor your wishes now and generations from now. White Pine Wealth Management will guide your family through the process and help educate your loved ones about best practices to preserve the legacy you’ve spent a lifetime building.
Divorce Financial Planning
Divorce is an emotionally challenging process, and financial matters may be the last thing on your mind. However, timely and informed decisions are essential to maintaining control over your assets. Missteps in financial planning during this transition can lead to lasting consequences.
At White Pine Wealth Management, we specialize in financial planning before, during, and after divorce. Our professional guidance helps you quantify marital and non-marital assets, understand financial options, and assess your current and future needs. We work with you, your attorney, and your tax professional to develop a strategy for your family's future. With ongoing support, we empower you to navigate this transition with confidence and optimism.
Philanthropic Planning & Endowment
Whether you seek to establish a private foundation or support a charitable cause or organization, we work with you to help you crystalize and achieve your philanthropic goals. Our team helps you establish charitable giving strategies that align with your long-term financial goals and help you maximize the impact of your giving.
Office:
5 Fundy Rd Suite 2D
Falmouth, ME 04105
Office: (207) 781-5800
Fax: (207) 221-1843
Office Hours:
Monday - Thursday* 8:30am - 4:30pm
Friday 8:30am - 4:00pm
*From Memorial Day through Labor Day,
the office closes at 4:00pm on Thursdays
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