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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Patricia A. Flagg through her affiliation with Avantax

Patricia Flagg

(207) 582-9288

(207) 582-4321

Patty Flagg first became fascinated with the world of finances in 1969 when she started working as a bank teller. After a brief respite of motherhood and raising her two children, John and Brandi, she went to work at the Internal... 

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