At Kennebec Wealth Management, we provide assistance in the following areas:
Investments
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Options
- Unit Trusts
- 529 Plans
- Brokerage Accounts
- Advisory Accounts
- Traditional IRAs
- Roth IRAs
Financial Planning Services
- Retirement Planning
- Tax Planning
- College Planning
- Estate Planning
- Charitable Gift Planning
Insurance Products
- Variable Annuities
- Fixed Annuities
- Insurance
- Life Insurance
- Long Term Care Insurance
Business Services
- 401k Plans
- 403b Plans
- 457 Plans
- Defined Contribution Plans
- Business Insurances