Complete Financial Plan with Nvest in Kennebunk - Includes Two Financial Planning Sessions with a Planning Summary Provided - $1,500 value

69 York Street, Kennebunk, ME 04043
(207) 985-8585

http://www.nvestfinancial.com/Home.aspx?

The purchaser of this certificate will be taken thru an in-depth financial planning process. This includes the following two meetings:
1. At this first meeting, the purchaser will have gathered the requested financial documents and bring them to this meeting (see attached list of requested documents). The planner will ask many questions to get to know the purchaser’s financial situation in detail along with defining their goals and objectives. Some areas of discussion include; retirement planning, income generation in retirement, risk management and analysis, investment strategies, estate planning, and any other areas of focus that may be relevant and important to their situation.
2. At this second meeting, the planner will provide a detailed planning summary along with a checklist of recommendations for areas that may need further attention. They will review the summary together, step-by-step so that the purchaser will gain a better understanding of how to work towards achieving their pre-determined goals.

ABOUT NVEST | Our Philosophy

"Trust is the glue of life. It's the most essential ingredient in effective communication.  It's the foundational principle that holds all relationships."       Stephen Covey, author Nvest Financial Group is a premier independent boutique financial firm working with individuals, families, and businesses to address their financial needs in a clear and systematic manner. Here at Nvest Financial Group, our focus is on you. We don't take earning your business lightly, and it is our commitment to provide you with unparalleled service and exclusive personal attention. We entirely believe in the power of individual choice. After all, it was that same power that founded our firm!