If you would like to arrange for a free initial consultation, please phone or e-mail
Deb Richard, CLU
 207-712-7324


DebRichard@Maine.rr.com
I promise to earn your trust and gain
an understanding of your desired life style and values.

I will listen to you.

Then we will develop a strategy for effectively organizing and maintaining your daily paperwork.
Above all, I promise to serve you
with respect and integrity at all times.

                 THE PERSONAL FINANCIAL ASSISTANT

Insured by Lloyd’s of London
Member of the American Association of Daily Money Managers (AADMM)

helping Seniors in Southern Maine maintain their independence by keeping home finances in order thru monthly management of  income and expenditures while monitor budgets  
email me