Generations Financial Group, LLC

Defining your present -
Guiding your future...

Welcome to Generations Financial Group, LLC! We are proud to offer a full range of financial advising services, including: retirement planning, financial planning, education funding advising, and management of our clients' investment portfolios.  We work with clients one-on-one to develop and implement individualized plans to help meet their specific financial goals. By taking the time to get to know each of our clients, we are able to work with them to design a plan that can evolve as their needs and lives evolve. Our practice was established in 1984, and we have served clients throughout the State of Maine and beyond since then. Our staff is available full-time to answer our clients' questions and to help them with their accounts.

We are here for you! Come visit, give us a call, or attend one of our free workshops to better learn how we can assist you in reaching your financial goals.

Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →