Comprehensive Retirement Planning & Asset Management for a Secure Future

At Tindon Wealth & Health, we believe retirement should be a time of confidence, security, and fulfillment. As a trusted partner in your financial journey, we offer comprehensive retirement planning and asset management services designed to provide clarity and peace of mind—so you can enjoy the retirement you’ve worked so hard to build.

Schedule a consultation

Holistic Retirement Planning

Retirement isn’t just about stopping work; it’s about ensuring your income lasts and supports your lifestyle. Our tailored retirement strategies focus on:

Income Planning – We develop a structured withdrawal strategy that ensures steady income throughout retirement.
Social Security Optimization – Maximize your benefits by choosing the best claiming strategy for your situation.
Tax-Efficient Strategies – We help minimize tax burdens to maximize your retirement savings.

Expert Asset Management

Your investment strategy should evolve as you approach and enter retirement. We help manage your assets to ensure they continue working for you through:

Risk-Adjusted Portfolio Management – A balanced investment approach designed to preserve capital while achieving long-term growth.
Diversification & Asset Allocation – Protecting your portfolio from market volatility while maximizing returns.
Legacy & Estate Planning – Helping you leave a financial legacy for your loved ones or causes you care about.

A Personalized Approach to Wealth

At Tindon Wealth & Health, we understand that financial security is deeply connected to overall well-being. That’s why we take a personalized, strategic approach to managing your wealth—so you can retire with confidence.

Start Planning Today

Whether you’re approaching retirement or already enjoying it, having a solid plan in place is essential. Schedule a consultation today to learn how we can help you protect your wealth and achieve your ideal retirement.

Take control of your financial future with tailored retirement planning and asset management. We work closely with you to understand your goals and create a personalized strategy to grow and protect your assets. Our approach balances growth with protection, helping you navigate market changes and maintain long-term financial stability. Let us help you build a secure foundation for a comfortable and confident retirement.

Schedule a consultation

Tindon Associates LLC

We serve our communities in Maine and New Hampshire, located in North Berwick.

Email:

Brianna@tindon.us

Phone:

207-248-8411

Disclosure:
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

This is not endorsed by the U.S. government or associated with any federal Medicare program. This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.

ADV Part 2A & Form CRS
Foundations ADV Part 2A | Foundations Form CRS

Top Rated Agent on Medicare Agents Hub - Brianna Henward