WealthSmith Portland ME Financial Planner Free Consultation

Call: 207-850-0075

gary@wealthsmithfp.com

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75 PEARL STREET, SUITE 204
PORTLAND, ME 04101

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GARY@WEALTHSMITHFP.COM

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207-850-0075

LATEST NEWS

09-Jun-2022
Economic Update: Gold-Currencies-The U.S. $ as the World Reserve Currency
30-May-2019
Outsmarting the Insurance Companies & Hospital-Owned Medical Practices….
25-Jan-2018
This month’s blog features an article from Tax Attorney James Wade. Check it out!
16-Aug-2017
Public Service Announcement – How to check to see if your password has been stolen.
08-Aug-2017
If you are contemplating divorce and you have or will have Maine State Retirement…read on!

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We are registered to offer securities in CA, CT, FL, ME, MD, MA, NH, TX, WA.
Disclosure: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and WealthSmith Financial Planning are not affiliated.
GENERAL INVESTMENT DISCLOSURE Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
MUTUAL FUNDS: Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information please call (800) 333-3502 to request a Prospectus. Please read it carefully before you invest. Mutual Funds are sold by Prospectus only. Please carefully consider the fund’s investment objective, risks, charges and expenses applicable to a continued investment in the fund before investing. For this and other information, call or write to for a free prospectus, or view one online. Read it carefully before you invest or send money. Please carefully consider the fund’s investment objective, risks, charges and expenses applicable to a continued investment in the fund before investing. For this and other information, call or write to for a free prospectus, or view one online. Read it carefully before you invest or send money.
TAX: Cambridge Investment Research, Inc. does not provide legal or tax advice. For legal or tax advice, please seek the services of a qualified professional.
IRS CIRCULAR 230 This material is not intended to provide legal, tax or investment advice, or to avoid penalties that may be imposed under U.S. Federal tax laws, nor is it intended as a complete discussion of the tax and legal issues surrounding retirement investing. You should contact your tax advisor to learn more about the rules that may affect individual situations.
MUNICIPAL BOND: Subject to availability and change in price. Subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum taxAs of (00/00/00) price (00.00): Coupon (00.00)%: maturity (00/00/00). Yield is the lesser of yield to maturity or yield to call. Interest income is not subject to federal income tax but may be subject to the alternative minimum tax or local taxes. Rated (xxx/xxx) by Moody’s / Standard & Poor’s. Subject to availability and change in price. Bond values will decline as interest rates rise. Subject to market and interest rate risk if sold prior to maturity.
OPINIONS This was prepared for informational purposes only. It is not an official confirmation of terms. It is based on information generally available to the public from sources believed to be reliable but there is no guarantee that the facts cited in the foregoing material are accurate or complete. Changes to assumptions may have a material impact on returns. Past performance is not indicative of future results. The views and opinions expressed in an article or column are the author’s own and not necessarily those of Cambridge Investment Research, Inc.

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