Rosemary A. Reid INSURANCE

Thank you to all who participated in the Dana-Farber Marathon Challenge.
 Dana-Farber Cancer Institute

Rosemary A. Reid

"You accomplish victory step by step, not by leaps and bounds."
   -- Lyn St. James, American race car driver,
      second woman in history to race in the Indianapolis 500.

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If after working long hours, caring for your family and trying to give back
to your community through volunteer work, you have not taken the time to
make sure your financial plan is in order, let me help.  It is what I am trained
to do.  Working with others in similar situations has allowed me to see many 
of the concerns you face.  I know where to find the help you need and propose
prudent solutions. 

Satisfied clients include employees of Unum, Idexx, Fairchild, as well as 
Attorneys, CPAs, Physicians, other medical practitioners and many others.
Special attention is given to the needs of the self-employed business owners. 
I have been working with clients in Southern Maine for more than three decades.

If you have not yet achieved your peak earnings, but are concerned about
peak spending years (college and retirement), I have solutions and
recommendations to help you prepare and manage your finances. The goal is 
to focus on helping you make informed decisions after reviewing your options
and choices.

Please take a moment to take the Financial Fitness Test found on this website.
We can work together to design and match your financial needs to financial
products and services available to meet your needs. 

College funding and retirement planning are transitions that allow you to make
decisions for a specific day and year.  You generally have a long time horizon
to plan.  We also provide assistance to the suddenly single due to divorce or
death of a spouse.  We have helped many transition due to the sudden change
in lifestyle brought about by an unexpected disability. 

Have the courage to pursue success, but understand and manage the risks.

The best way to conquer challenges is taking things one step at a time. 

Take the first step today and contact me for a review. 

"Without a plan, it doesn’t matter which way you are going."
-- Lewis Carroll, Alice in Wonderland.