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Bursting the Bubble Inflation and Your Portfolio An Arm and a Leg What to Do When You Lose Your Wallet

Planning

Through Aaron Sevigny’s affiliation with United Planners’ his focus is on creating comprehensive financial plans which allow clients to feel secure and confident in their decisions.

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Strategy

Aaron Sevigny works diligently to educate clients about portfolio diversification and investment options, offering tactical advice to deliver the best opportunities for financial success.

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Management

Aaron Sevigny assists in the implementation of clients’ needs for a seamless, active and enjoyable experience in today’s challenging and ever-changing financial environment.

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Helping you Navigate Today’s Financial Environment

The grass can be greener with planning and action. Aaron Sevigny, President & CEO of Acadia Wealth Management, LLC, through his affiliation with United Planners’*, seeks to deliver the best opportunities for you to thrive, regardless of market conditions. He customizes your financial plan to meet your needs on your terms. Years of experience in the financial services industry have helped Aaron to understand that individuals face unique challenges as they navigate today’s financial environment. Aaron strives to take the mystery out of preparing for today and tomorrow.

Whether your goal is retirement, reducing tax liabilities, growing your assets or preserving your nest egg, the personalized platforms of service used at Acadia Wealth Management focus on your needs, wants, financial goals and objectives. We can help you and your family address your immediate needs and for many years to come. We look forward to working with you though all stages of your life.

Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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