THE PERSONAL FINANCIAL ASSISTANT

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

I promise to earn your trust and gainan 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 youwith respect and integrity at all times.

If you would like to arrange for a free initial consultation, please phone or e-mail

Deb Richard, CLU

207-233-8046 DebRichard@Maine.rr.com