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Welcome to On Course Financial Group, LLC!
At On Course Financial Group, LLC, our approach is to spend the time necessary to obtain a clear picture of where you stand now and where you want to go. Understanding all of the areas that define your financial situation enables us to develop an individualized financial plan and investment advice to help you get there.
Could you use some help deciding:
- Whether to work with a financial planner?
- Who is the right financial advisor for your circumstances, needs and preferences?
- How to employ the resources you have today (income, assets, benefits) toward building a more secure financial future?
- How to invest with confidence toward your goals?
- How you address opportunities in the areas of tax, risk, and estate?
- What responsibilities to take on yourself and what to delegate to a professional?
If so, take the opportunity to learn more about who we are and what we do. There are important differences between companies offering financial services. Our Personal Service, Fiduciary Standard of Care, Fee-only Compensation Model, Retirement Specialization, and Credentials make us unique among financial advisory firms.
You can learn about us and the services we offer, which include Financial Planning, Investment Advisory, and Retirement Income Planning.
Whether you are retired, approaching retirement, or a busy working professional, On Course Financial Group can provide the partnership, guidance, and education you need to move confidently toward financial independence.
Schedule a brief meeting to get to know us by calling Michael G. Donahoe, CFP® , MBA , or Karen Elise Kilbride, CFP®, CPA directly at 207 775 1177 or email via Contact Us.
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