Financial Planning
FINANCIAL PLANNING SERVICES
Our Mission - To build long-term relationships on the journey to financial independence
Financial Planning: Process and Philosophy
Financial planning is a life-long process that supports the clients’ goals, risk tolerance, current income and net worth. A new financial plan must identify strengths and weaknesses of the existing plan, with recommended strategies directed to what is working and to improve what is not.
At Maxwell Financial we take one step at a time with both new and existing clients. We know that time spent educating clients throughout the process encourages prudent financial decisions and is the key to our success.
We focus on investments, retirement planning, tax planning,
and estate planning.
Our Clients
Our best financial planning clients are those who are committed to strengthening their financial plan. We work with individuals or families who are experiencing a life change, such as retirement, divorce, death of a spouse, sale of a business or disability. Because they may be dealing with complex financial decisions for the first time, we know that these events often compound the overwhelming financial issues the client must address.
Our goal is to make the financial decisions as uncomplicated as possible.
Our clients include:
- retirees or potential retirees who want reasonable income strategies
- investors who may have been saving money for a long time and now want help
- first-time investors
Support Services
In addition to the above financial planning services, we also provide support services, which include:
- calculating a cost basis on information provided by the client
- creating an inventory of investments
- researching old securities and insurance policies
- offering an objective second opinion on a client's investment portfolio
An ADV explaining our services and fees is available upon request.
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