Sarah Ruef-Lindquist, JD, CTFA
Sarah believes sound, thoughtful planning is a gift we give ourselves, our families and our community.
She is a lawyer and seasoned non-profit executive who has worked with dozens of organizations, individuals and families as a philanthropic advisor and senior trust officer. She holds the Certified Trust and Fiduciary Advisor certification and FINRA Series 7 and 66 registrations through Commonwealth Financial Network. Sarah and her husband live in Camden. The Financial Advisors of Allen Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network (R), Member FINRA/SIPC, a Registered Investment Adviser. Allen Insurance and Financial, 31 Chestnut Street, Camden, ME 04843. 207-236-8376.
-
Discipline + Dollar Cost Averaging = Progress toward Financial Goals By Sarah Ruef-Lindquist, JD, CTFA Tue, 03/14/2017 - 08:41
My first post about goal setting might have gotten you thinking about or reinforced your resolve to decide “when do I want to retire?” or “I want to be able to buy or build a house in
-
Fail to plan? Plan to fail. Sarah Ruef-Lindquist, JD, CTFA Wed, 03/01/2017 - 15:08
Fail to plan? Plan to fail. Your family’s financial future should not be left to chance.
