Marta has written and taught classes throughout the State of Maine for private businesses, professional organizations, and community organizations. If you are interested in hiring Marta to teach a class for your group, please email her with further details.

Educational Seminars and Speaking Engagements

We may provide seminars for groups seeking general advice on investments and other areas of personal finance.  These seminars are purely educational in nature and do not involve the sale of any investment products.  Information presented will not be based on any individual’s need, nor does SFS provide individualized investment advice to attendees during these seminars. Topics covered during educational seminars will be determined by the Client and SFS.

Client Tailored Services and Client Imposed Restrictions

We tailor the delivery of our services to meet the individual needs of our Clients. We consult with Clients initially and on an ongoing basis, through the duration of their engagement with us, to determine risk tolerance, time horizon and other factors that may impact the Clients’ investment and/or planning needs.  Clients are able to specify, within reason, any restrictions they would like to place as it pertains to individual securities and/or sectors that will be traded in their account. All such requests must be provided to SFS in writing.
SFS will notify Clients if they are unable to accommodate any requests.