Maureen Demers, CFP®
Fee-Only, Holistic Retirement Planning
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Serving Clients Nationwide
Fee-Only, Holistic Retirement Planning
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
- Women & Wealth
About Maureen Demers, CFP®
Maureen Demers is the owner of Demers Financial Planning and a fee-only financial advisor in North Andover, who helps individuals and couples achieve their retirement goals.She helps clients approaching retirement with objective, tax-focused advice. Unique challenges face the “sandwich generation”, like work/life balance, and the pursuit of financial security.
Demers Financial Planning helps you address the broad range of financial topics that need to be included in a retirement plan.
✔️ Registered Investment Advisor in the state of Massachusetts.
✔️ A Certified Financial Planner ™ practitioner with over 30 years experience and meets the high standards in education, experience, examination and ethics as required by the CFP® Board.
✔️ Graduate of the Boston University Financial Planning Certificate Program and holds a BA from Emmanuel College.
✔️ NAPFA Certified: Maureen is a NAPFA (National Association of Personal Financial Advisors) – Registered Financial Advisor® and member. She earned the highest membership standards in the industry through peer review and completing 60 hours of continuing education every 2 years.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- National Association of Tax Professionals (NATP)
Primary Location
800 Turnpike Street, Suite 300, North Andover, MA 01845
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. This call is to get to know one another and to see if my services suit your needs. I'll ask about your situation and what you would like to accomplish, and answer any questions you may have about my business. If we are not a good fit, I can offer you resources or other solutions that may be more appropriate for you. I look forward to speaking with you.Offers Investment Management
Yes
About Demers Financial Planning
Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions.We offer expert guidance to help you make important decisions for you and your family around retirement. Organize and protect your assets through one of life’s most important transitions.
Work with a reliable partner that will help you evaluate all aspects of your finances and receive objective, comprehensive advice customized to your personal goals. We provide fee-only financial planning, which means we’re committed only to you.
✔️ Choose An Advisor Who Puts You First
You and your family are at the center of our planning process. We’ve made a fiduciary commitment to you, so you can always count on us to work in your best interest. We’ll work together to make a retirement income plan that works specifically for you. Have someone to turn to whenever you have questions about big decisions that may significantly impact your lifestyle. When your plans change, we’re there to help you adjust, and get you where you want to go.
Whether it’s planning for income, expenses, taxes, healthcare, or social security, we can help you plan for a secure future. Get the peace of mind that comes with better planning.
✔️ Live the life you’ve envisioned
When you work with a trustworthy advisor, you can feel confident about reaching your goals and living the life you’ve envisioned. Take the first step by contacting us. Click the 'Book Intro Call' button above to get started.
Education
Emmanuel College (Boston), Bachelor of Arts (B.A.)
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Women Professionals
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