Financial Services
Fiduciary advisors offer a range of services while adhering to a high standard of care and putting their clients' interests first. When appropriate, we work with qualified, vetted subject area experts to handle legal and financial matters. Here are some key financial services provided by Portland Family Fiduciary.
Investment Management
Developing and implementing investment strategies
Managing client assets and portfolios
Monitoring and adjusting investments based on market conditions and client goals
Financial Planning
Creating comprehensive financial plans
Estate Planning
Implementation of wills, trusts, and other estate planning documents created by attorneys
Ensuring proper asset distribution according to client wishes
Risk Management
Analyzing and working with professionals to obtain appropriate insurance coverage
Identifying and mitigating financial risks
Retirement Services
Managing retirement accounts (e.g., 401(k)s, IRAs)
Developing retirement income strategies
Assisting with pension plan decisions
Tax Advisory Services
Coordinating with tax professionals for optimal financial outcomes
Wealth Preservation
Developing strategies to protect and grow wealth over time
Fiduciary advisors provide these services while maintaining transparency, avoiding conflicts of interest, and prioritizing their clients' best interests above their own13.
