Navigating through the complexities of the financial world takes strength, endurance and focus.  Chart your course with a company that understands the complexities of the financial world and can help you navigate through rough water to smooth sailing.  Our knowledgable, unbiased approach and over 60 years of combined experience helping clients sets us apart!

From wealth management services and retirement plans to financial, estate and business succession planning, Maritime Financial Group is a diversified practice offering solutions to the challenges that face both businesses and individuals.  Along with our partner, Maritime Insurance Group, we have been serving businesses and individuals for over 70 years in the areas of:

BUSINESS PLANNING & SOLUTIONS
Knowledgeable advice for businesses, encompassing a range of disciplines including business succession, and estate planning. 

MANAGED ACCOUNTS
Total flexibility to choose investments that maximize returns while minimizing risks across all investment styles, with unbiased recommendations to enable sound choices. 

FINANCIAL PLANNING
Planning designed to help clients set and achieve their financial goals.  Our comprehensive process addresses the complex maze of financial, estate and tax issues. 

QUALIFIED RETIREMENT PROGRAMS
A retirement plan can be an excellent benefit for your employees; however, your plan is only as good as its investments, plan design and the ability of your employees to understand their plan. 

EXECUTIVE BENEFIT PROGRAMS
A properly designed executive benefit program may help close the retirement savings gap imposed by social security and retirement plans, and provide tools to reward, recruit and retain key people.

At Maritime Financial Group, we understand the challenges and opportunities businesses and individuals face in planning for the future and look forward to working with our clients to help them set and achieve their financial and business goals.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

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