Gorham Financial Group
Investment & Wealth Management
Whatever tomorrow brings, you’re invested in your future and the sooner you start making plans, the more comfortable and rewarding that future can be. Start by talking to the experienced financial consultants of Gorham Financial Group (GFG). The GFG team offers access to financial planning and investment advice through LPL Financial, a registered investment advisor, tailored to fit your short and long-term goals.
Estate planning is a way to manage your financial priorities. Working with you and your other advisers, we will pursue all appropriate estate and tax-planning options that aim to help protect, preserve and pass on your wealth.
Stocks And Bonds
What to buy? When to sell? Wall Street can be a confusing place. The investment professionals at Gorham Financial Group guide you through your investment options and carefully review and monitor all investment products to make sure they are appropriate for your goals. Personalized attention and experience – that’s Gorham Financial Group’s stock in trade.
It’s never too early to start planning for your child’s education. Time flies and college tuition becomes more expensive. The good news is that saving for college has become easier thanks to state savings programs, federal tax incentives and education savings accounts. Let the Gorham Financial Group team walk you through all the college funding options available to you.
Financial security is essential during difficult times. It’s important to manage the risk of loss with the appropriate level of life insurance. The insurance professionals at Gorham Financial Group can develop a personalized plan that helps you and your loved ones have peace of mind. Guarantees are based on the claims paying ability of the issuing company.
Annuities are tax-deferred contracts that help you save for retirement or establish a steady income stream once you are retired. All annuity contracts are issued by insurance companies. To learn more and discuss whether an annuity investment is appropriate for you, contact one of the investment representatives from Gorham Financial Group today.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
CONTACT A GORHAM FINANCIAL GROUP REPRESENTATIVE:
Important Consumer Information:
Securities and advisory services are offered through LPL Financial (LPL), a registered advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Gorham Savings Bank and Gorham Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gorham Financial Group, and may also be employees of Gorham Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gorham Savings Bank or Gorham Financial Group. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Gorham Savings Bank Guaranteed|
|Not Gorham Savings Bank Deposits or Obligation||May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Gorham Savings Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
- Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.