Schedule a Meeting With Lund Financial Management or Call 207-241-7432
Bath, Maine
746 High Street Bath, ME 04530
207-241-7430
207-241-7432
info@nafinancialadvisors.com
We’ll Plan for the Whole Journey, Together.
The Lund Financial Management Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Find a Lund Financial Management Location
Auburn, ME
95 Main Street, Suite #101
Auburn, ME 04210
207-241-7430
info@nafinancialadvisors.com
Brewer, ME
43 Acme Road
Brewer, ME 04412
207-241-7430
info@nafinancialadvisors.com
Mexico, ME
231 Main Street, 2nd Floor
Mexico, ME 04257
207-241-7430
info@nafinancialadvisors.com
Hallowell, ME
77 Water Street
Hallowell, ME 04347
207-241-7430
info@nafinancialadvisors.com
Bath, ME
746 High Street
Bath, ME 04530
207-241-7430
info@nafinancialadvisors.com
Saco, ME
190 Main Street
Saco, ME 04072
207-241-7430
info@nafinancialadvisors.com
Palmetto, FL
2313 5th Street East
Palmetti, FL 34221
207-241-7430
info@nafinancialadvisors.com