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FLP Financial Planning

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F.L.Putnam offers professional, fiduciary, fee-only financial planning to help you achieve your goals. A holistic view of your life allows us to provide meaningful advice and guidance to improve your overall financial position.

We will discuss your short and long-term vision, gather information regarding your income and expenses, review your assets and liabilities, and perform analysis on six key areas of focus:

  • Financial Positioning
  • Asset Protection
  • Investment Management
  • Tax Management
  • Retirement Planning
  • Estate/Legacy Planning

FLP Financial Planning

245 Commercial Street #500
Portland, Maine 04101
(207) 775-3197
smazuzan@flputnam.com
http://www.flputnam.com/services/financialplanning