Financial Planning Services

A financial plan is a roadmap giving direction to the client’s goals, with strategies to support what is working and to improve what is not.

A financial plan: 

  • Begins with an understanding of the clients' goals and current financial plan
  • Is a team effort with client and planner working together
  • Takes the “one-step-at-a-time” approach for education, implementation and review
  • Is an ongoing process as goals and needs change over time
  • Is as much about lifestyle as is about income, net worth, budgets, taxes and risk level
  • Can be simple or complex depending on the client’s goals and needs

Our financial planning services may include all or some of the following areas depending on the needs of the clients:  cash management, insurance, investments including asset allocation and risk assessment, college, tax, retirement, estate and charitable planning.

© 2017 Maxwell Financial Services, Inc.