D. Bruce McNamee, CPA, CFP
883 Main Street, Suite 12
Sanford, ME 04073
PHONE: 207-636-7068
FAX: 207-719-2533
dbm@dbmcpa.net
biography
Bruce has over 30 years experience providing tax, financial planning and investment advisory services to individuals, trusts, and businesses.
Bruce is a Certified Public Accountant, a Certified Financial Planner Practitioner ™ and is an Investment Advisor Representative for Measured Wealth Private Client Group, LLC. He is a graduate of Colby College and earned a certificate in Accounting from Bentley College.
SET UP AN APPOINTMENT TO DISCUSS
FINANCIAL PLANNING
o Why you need a financial plan
o How to maximize your social security
o How much money you'll need to retire
o How much money you'll need to save to meet your retirement goals
o Why many annuities generally don't work in a financial plan...with certain exceptions
o Situations in which a reverse mortgage may be appropriate
TAX PLANNING
o How titling of assets affects your heir's tax bill
o What types of investments are best for your tax situation
o How high bracket taxpayers can save through multi year tax planning
o How to reduce taxes on your withdrawals from 401K and IRA Accounts
o How having trusts can help or hurt your income tax bill
INCOME TAX SECOND OPINION
Tax matters can be complicated and mistakes are possible, especially in the heat of tax season. In many cases, a review of tax returns prepared by others results in the discovery of errors, or using a different approach may result in tax savings.
Submit your tax return for review
o If no changes are warranted (as judged by you) then no charge for the review
o If changes are warranted, then review time will be charged. You then decide the next course of action: discuss with your original tax preparer or have Bruce amend your return.
managing your investment portfolio
Provided through Measured Wealth Private Client Group, LLC
o The benefits of having your money professionally managed by a fiduciary
o How your portfolio is created in a way that fits with your financial goals
o Help determine the best investment policy for you
Bruce and his wife Linda have worked together for many years not just servicing clients, but striving to maintain strong client relations, make the client’s work easier, and identify tax planning and savings opportunities.
Call 207-636-7068 for an appointment
or e-mail Bruce at dbm@dbmcpa.net
or Linda at lsm@dbmcpa.net