Let Our Certified Financial Advisors Help You Enjoy The Dream of Retirement Income
Your financial security is about more than investments. We help you live your values and trust your future, planning every step of the way.
Schedule a Meeting With Northern Alliance Financial or Call 207-241-7432
Welcome to Northern Alliance Financial
AS HEARD ON:
Northern Alliance Financial
We are a team of Financial and Insurance Professionals.
From across the state we specialize in various aspects of the industry such as life insurance, annuities, social security & retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
This ensures that whatever needs the clients have – Team Northern Alliance Financial will meet.
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
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What Can You Expect?
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
We’ll Plan for the Whole Journey, Together.
Northern Alliance Financial is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection