Libby McKay, CFP® Penobscot Financial Advisors
- 1 Monument Square, Suite 501, Portland, ME 04101
- (207) 990-1901
- https://penobscotfa.com/
About Libby McKay, CFP®
A researcher at heart, Libby serves clients well when there are complex issues at hand that require the digging into details. The uniqueness of each client’s situation and story is what keeps the job so invigorating to Libby. She enjoys getting to know her clients one-on-one as she works with them through the financial planning process. Whether it’s with young folks just getting started or career veterans nearing retirement, there is nothing more rewarding to Libby than hearing from clients that her work has improved their outlook on their future.
Recently Published
Student Loan Repayment Options
March 16, 2023Executive Summary We invited Jan Miller, a nationally-renowned student loan expert, to our Advisor Huddle to talk about repayment options, forgiveness programs, and tips for determining what might be best for borrowers. DISCLAIMER: The foregoing content reflects the opinions of Penobscot Financial Advisors and is subject to change at any time without notice. Content provided […]
Financial Foundations: Easy Strategies and Tips for Financial Success
March 3, 2023Executive Summary No matter how big or small your financial goals, the journey to achieving them starts with simple steps. But those first few steps can impact how quickly and efficiently you achieve your goals. During this presentation, Craig Joncas, CFP® of Penobscot Financial Advisors covers easy strategies and tips on: * Preparing for financial […]
Market Commentary | Q1 2023 Halftime Report
February 28, 2023Transcription Sam Chaplin: Hi everybody. My name’s Sam Chaplin. Today is February 16th, 2023. We’re coming to you with our halftime report for the first quarter here. You might have noticed in the past, we usually release our commentaries towards beginning of the quarter but we’re now writing commentaries at the beginning of the quarter […]
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- College Planning
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $150+/mo
- Quarterly Fee: $450+/qtr
- Flat Fee: $1800+/engagement
- Assets Under Management: 0.75%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
