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Are you concerned that you might not be on track to achieve your financial goals? Do you find that you do not have enough time to manage your investments effectively? Financial consultants, Brad Berthiaume or Cheryl Locke, will work with you to determine which strategies are best suited for your unique financial situation. We take pride in taking the necessary time to learn about your unique needs so that we can help make a difference - for you, your family, and your future. STEP ONE - Getting to know you. Tell us your plans, hopes, worries and needs. Contact a Katahdin Financial Services Financial Consultant today. Call 1-800-379-2366 or send us an email. Haven't heard from your financial advisor in a while and need better ongoing support? We offer a free financial review to make sure your investments are working as hard as you are to earn your money. STEP TW0 - Putting a plan together. Once your unique circumstances and current investments and savings have been thoroughly assessed, your financial consultant will make recommendations designed to help you increase the likelihood of achieving your objectives. STEP THREE - Providing feedback. And as your financial partner for life, your financial consultant will actively review your progress toward the achievement of your goals. SERVICES Retirement Planning Individual Planning Small Business Plans Investment Management Asset Allocation Tax Deferred Tax Advantaged Asset Protection