Your life is uniquely your own. Your financial plan should be as well. Our role is to help you align your financial decisions with your life goals, the people you care about, and the causes you believe in.
Office Address:
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Phone:
- (340) 776-1400
E-mail:
Newsletters
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lease Payment
How much would your monthly lease payment be?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.