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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

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Strategies For Managing Student Loan Debt

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Insurance Needs Assessment: When You're Young and Single

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Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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One of the most common questions people ask about Social Security is when they should start taking benefits.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator can help you estimate how much you may need to save for retirement.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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