We do not work in isolation but in collaboration with other professionals in Maine and nationally. That's a reason for dealing with us:

We come recommended by pros in several specialties, and we work with them to merge our recommendations into your ongoing financial and health planning.

Our affiliates include --

• Accountants and tax preparers,
• Banks and brokerage firms,
• Independent financial advisors,
• Estate planners,
• Attorneys including elder-law specialists,
• Doctors and other medical advisors,
• Insurance agents (health, life, and other specialties),
• Professional associations, and
• Other organizations promoting financial and physical health for their clients.

A few examples of our national and regional affiliates are --

• KeyCorp
• McDonald Financial Group
• Union Bank of California
• NRL Federal Credit Union
• National Network of Estate Planning Attorneys
• Swedish Medical Center
• Trinity Hospital
• Stevens Hospital
• Interim Healthcare
• Ohio Bankers League-Pioneer Bank
• Financial Planning Association
• Morgan Keegan
• Oxford Network
• Central Maine Medical Center
• BrookStreet Securities

We also work with hundreds of local professionals -- from accountants to general practitioners -- throughout the nation, including many in Maine.

We'd be glad to confer with your lawyer, financial advisor, doctor, or other professional in your behalf.

> CONTACT US to discuss arrangements.