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Understanding Today's Financial Environment

Welcome! I'm Lena-Jo Hartley, a financial consultant in Auburn, 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 you are investing to address your wealth, provide for your family, or attempt to preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in 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 207-777-5400.


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Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.