Our mission at Portland Financial Planning Group is to help you achieve the peace of mind that accompanies financial security. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.
Our Maine-based firm has provided comprehensive, fee-only financial planning services to professionals, retirees, and their families since 1998. PFPG offers objective, personalized advice on goal-setting; cash flow and debt management; tax planning; asset allocation and investments; education planning; risk management; retirement planning; and estate planning.
PFPG is committed to the highest ethical and educational standards in the financial advisory profession. We subscribe to the fiduciary oath of the National Association of Personal Financial Advisors and to the Certified Financial Planner® code of ethics, which protect client confidentiality and insist that your interests come first. We pursue an extensive program of continuing education to ensure that you receive the best advice. PFPG makes no product sales and receives no commissions. As an independent firm, we are able to recommend investments and make professional referrals based solely on the best interests of our clients.
Our FAQ page addresses basic questions about fee-only financial planning and our fees and services. If you would like to find out more about PFPG, please send us an e-mail or call (207) 771-8821. PFPG offers an introductory meeting at no charge to discuss your financial planning needs.
Thomas S. Rogers, CFP® Brian L. Dietz, CFP®, CFA®
IMPORTANT CONSUMER DISCLOSURE Portland Financial Planning Group, LLC (PFPG) is a Maine state licensed investment adviser located in Portland, Maine. PFPG and its representatives are in compliance with the current filing requirements imposed upon licensed investment advisers by those states in which PFPG maintains clients. PFPG may only transact business in those states in which it is licensed, is exempt, or excluded from licensure requirements.
PFPG's web site offers general information pertaining to its advisory services, and provides access to additional investment-related information, publications, and links. As such, this web site should not be construed by any consumer and/or prospective client as PFPG's solicitation to effect transactions in securities, or as the rendering of personalized investment advice for compensation. Any subsequent, direct communication by PFPG with a prospective client shall be conducted by a representative that is either licensed or qualifies for an exemption or exclusion from licensure in the state where the prospective client resides.
For information on PFPG's licensure status, please contact the state securities law administrators for those states in which PFPG maintains a licensure filing. A copy of PFPG's current written disclosure statement discussing PFPG's business operations, services, and fees is available from PFPG upon written request.
PFPG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PFPG's web site or incorporated herein. All such information is provided for convenience purposes only.
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