Northern Alliance Financial

No matter where you are in life, your financial future is our
highest priority. Our financial planning process is customized
to each client’s goals, needs, and timeline so you get the
support you deserve.

Northern Alliance Financial is here to help you manage your finances so you can pursue your ultimate goals.

Financial Planning

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.

Insurance Services

Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.

Individual Planning

Have You Ever Wondered…

  • Am I making the most out of my 401(k)?
  • Am I fully covered or over covered on my insurance policies?
  • Am I on track with my financial goals for retirement and savings?
  • What is my alternative when the stock Market goes negative?
  • What will happen to my loved ones/estate/personal items if I am no longer able to manage/provide/care for them?
  • Retirement Planning

    At Northern Alliance Financial we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:

    1. What do you visualize yourself doing on your journey through your golden years?
    2. How are you going to position your life savings to provide funding for your vision?
    3. How can we position those assets in a way that provides you confidence and peace of mind?
    4. What are you going to do when and if the unexpected happens?
    5. What will happen to your assets when it’s time for you to pass on.


    What is Medicare and What Does it Cover?

    Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.

    Some of our Medicare Services include the following, but not limited to:

    Medicare Insurance

    Medicare Supplemental Insurance

    Medicaid Crisis Planning

    A strategy based on your goals:

    Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.





    Ongoing Relationship

    We offer services in these three areas:


    Prepare for retirement by putting your hard-earned assets to work.


    403B / TSA Plans
    Alternative Investment Options
    Asset Protection

    CD Alternatives
    College Funding
    Fixed Indexed Annuities
    Guaranteed Income
    Income Planning
    Investment Planning

    IRA & 401(K) Assets and Planning
    IRA, 401(K) and 403(B) Rollovers
    IRA Legacy Planning
    Legacy Planning
    Lifetime Income Planning

    “Living” Your Legacy Retirement and Legacy Planning
    Stock Market Protection Planning
    Tax Depletion Techniques
    Wealth Planning
    Wills, Trusts, Estates


    Protect the assets that can help you live the retirement you’ve always imagined.


    Asset Protection Strategies
    Business Continuation, Buy/Sell Agreements
    Business Owner Retirement Solutions
    Business Succession Planning
    Executive Benefit Packages
    Indexed Universal Life Insurance
    Life Insurance
    Tax-Efficient Strategies
    Long-Term Care Strategies

    Portfolio Management
    Retirement Income Planning
    Retirement Income Strategies
    Safe Money Options
    Social Security

    Tax-Efficient Strategies
    Tax Planning


    Provide for the people and causes you care about the most.


    Business Owner Retirement Solutions
    Charitable Giving
    College Funding
    Deferred Income Annuity
    Estate Planning
    Immediate Annuity
    Life Insurance
    Living Benefits Insurance
    Long Term Care Insurance
    Medicare Insurance
    Medicare Supplemental Insurance
    Medicaid Crisis Planning
    Qualified and Non-qualified Deferred Compensation
    Tax Advisory
    Tax Reduction Strategies
    Wealth Management

    Regular Review

    Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.

    We are not connected with or endorsed by the United States government or the federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact or 1-800-MEDICARE to get information on all of your options.

    The purpose of this website is to provide general information on Medicare, Medicare Advantage, Medicare Supplement, Medicare Part D, and other health insurance related information. At Northern Alliance Financial, we believe that everyone should have access to the information needed to make an informed, confident decision about their healthcare. Calling the number on this site will connect you to a licensed insurance agent.

    Northern Alliance Financial has researched government websites and publications in an effort to provide you with information. We believe the sources we use to provide information to be reliable. However, we do not guarantee or warrant the accuracy of this information. All materials on this site are for informational purposes only. The contents of this website are subject to change without notice. If you would like to find more information about the Government Medicare program, please visit the Official U.S. Government website for Medicare, located at

    Northern Alliance Financial is not connected with, affiliated with, or endorsed by the United States government, the Federal Medicare program, or a state agency. Medicare has not reviewed nor endorsed this information. Products sold by our team are backed by the insurance company’s guaranteed association and underwriting powers.

    Find a Northern Alliance Financial Location

    The place to build your future is right down the road.

    Auburn, ME

    95 Main Street, Suite #101
    Auburn, ME 04210

    Brewer, ME

    43 Acme Road
    Brewer, ME 04412

    Bridgton, ME

    41 Depot Street
    Bridgton, ME 04009

    Hallowell, ME

    77 Water Street
    Hallowell, ME 04347

    Mexico, ME

    231 Main Street, 2nd Floor
    Mexico, ME 04257

    Saco, ME

    190 Main Street
    Saco, ME 04072

    Waterville, ME

    58 Elm Street
    Waterville, ME 04901

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