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Understanding Today’s Financial Environment

Welcome, I’m Sandra Morin, EA, a financial and accounting professional in Bradley, Maine. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, tax, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

We also understand that small business owners each have unique accounting, tax, payroll, and retirement needs for their business.  At the initial conference, we discuss the nature of the work to be done for you and the fee arrangement.

Our professionals have years of experience in accounting, tax, and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 207.827.0408.

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Bi-Weekly Payments

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Long-Term-Care Protection Strategies

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Making Your Tax Bracket Work

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Surprises

Making the most of surprises is a great reason to work with us.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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