There is never a fee to meet with a Fiduciary Financial Services advisor. Our advisors are independent fiduciaries. Fiduciaries are legally obligated to make recommendations only if it is in the best interest of their clients. Our clients have access to a free consultation with Estate Planning Attorneys and a Social Security Planning report.

Everyone retiring has the same concern of making sure their money lasts at least as long as they do. Asset Protection and Preservation is the primary focus of our independent financial planners when setting up and IRA’s and investing.

We often incorporate the safety of insurance products into a retirement portfolio for their tax deferment properties and guarantees. We pride ourselves on remaining independent from the pressure of sales quotas and contests so we can devote our attention to providing world class investment advisory and retirement planning services to our clients.

How to get started:

Give us a call to schedule a no obligation consultation to discuss your plans and concerns. 207-475-2216

Financial Planning Services

FIDUCIARY
SERVICES
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retirement planning
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401K, 403b,
Roll-overs
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Social Security Planning
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Tax MitigationLearn More
Investment
Advisor
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Medicare
Planning

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Annuities: Fixed
and Fixed Indexed
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Life insurance
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About

Peter Hanson is an independent financial professional committed to helping his clients in retirement and insurance planning, more.

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Services

Peter Hanson utilizes various strategies to assist his clients improve their investment potential reduce financial risk, more...

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Get in touch with us

Please feel free to reach out to us with any questions you may have. We’ll get back to you as soon as possible, more...

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"Having a career that allows me to help my clients protect their assets and income for themselves and future generations is not work for me, it’s a wonderful lifestyle."

- Peter Hanson

Disclosure

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Peter Hanson providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice.Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.

Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary.

Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted.

For more information, please go to

https://adviserinfo.sec.gov

and search by our firm name or by our CRD #175083