We offer expert guidance to help you make important decisions for you and your family. Organize, grow, and protect your assets through life's transitions. Work with a reliable partner that will help you evaluate all aspects of your finances and receive objective, comprehensive advice customized to your personal goals.
We provide fee-only financial planning, which means we're committed only to you. You and your family are at the center of our planning process. We've made a fiduciary commitment to you, so you can always count us to be working in your best interest. We'll work together to make a plan that works specifically for you.
We provide fee-only financial planning, which means we're committed only to you. You and your family are at the center of our planning process. We've made a fiduciary commitment to you, so you can always count us to be working in your best interest. We'll work together to make a plan that works specifically for you.
Services
Maureen Demers is the owner of Demers Financial Planning and a fee-only financial advisor that helps individuals, couples and businesses achieve their financial goals. She helps clients approaching retirement with objective, tax-focused advice. Unique challenges face the "sandwich generation", like work/life balance, and the pursuit of financial security.
You aspire to financial independence and living the life you've imagined. You want assurance that your portfolio is aligned with your goals. But trying to figure out how to approach saving for retirement, or the best way to invest your 401(k), or the most advantageous social security strategy on your own may seem like a daunting task.
Alliance of Comprehensive Planners (ACP) is a community of comprehensive, fee-only financial advisors committed to working in a clients' best interest. As a member of the ACP, we've taken the following member pledge to maintain our high standards of service. Holistic in outlook. I consider all of your circumstances, family needs, goals, values, and aspirations for all financial planning recommendations.
Whether you're just starting out or close to retirement, this in depth, on-going service gives you step by step financial guidance through assessment and planning to execution. When you work with us, you and your family are at the center of the planning process. You'll get a holistic approach and expertise in a broad range of financial topics.
College planning for high school students can be stressful. There's a lot to consider for both parents and students. Big school or small school? Public or private? Which programs match your student's interest and goals? From essays, to recommendation letters, to standardized tests, the admissions process may look a lot different than what their parents experienced.
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