Financial planning & investment management from Rockport, Maine to clients worldwide
Steer you through your most difficult financial decisions.
Navigate you to safe harbors through the market's ups and downs.
Build a comprehensive financial plan to secure your future.
Together we will define your dreams and track your achievements year after year.
We guide, mentor, protect. You soar.
We Specialize In Serving:
you make this world a better place–Foreign Service, military, and federal government employees.
you make your community stronger–teachers, police, firefighters, social workers and more.
you want to give your life more purpose–career changes, passion projects/non-profits, early retirement, family legacy and philanthropy.
THE LOGBOOK ADVANTAGE
We offer you a partnership that fits into your busy life through technology and convenient hours
no matter where you are in the world.
Expertise in the FSPS, FERS & military retirement systems
our clients' life and interests are first (fiduciary standard)
Experience with career changes, world-wide relocations, college funding, aging parents and more
No hidden fees; we do not accept commissions or receive kickbacks (fee-only)
Founding a financial planning and investment management company, living with my family in a beautiful small town in Maine and helping others live their most fulfilling life possible is my dream. Let's get started on your dreams!