Maxwell Financial Services, Inc. works with retirees, soon-to-be-retirees, adult children helping their parents, charitably inclined individuals, and anyone at any age committed to strengthening his or her financial plan.
Many of our clients may be dealing with family finances for the first time as a result of a life change, such as death, divorce or incapacitation of a loved one. Other life changes that might require our expertise include people who have received an inheritance, legal settlement, lottery award or have sold a business. These situations often include complex financial decisions. Our goal is to make these decisions as uncomplicated as possible.
We always welcome referrals!