Financial Planning

  • Financial Plans
  • Consulting for specific situations
  • Second opinions – current investments and insurance
  • College planning
  • Tax planning*

Retirement Planning

  • Retirement Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401k Rollovers
  • Services exclusively for Senior Citizens (See retirement section)

Estate Planning/Charitable Giving

  • Estate plans
  • Beneficiary check
  • Charitable giving strategies
  • Life settlement

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Alternative Investments

Insurance

  • Life Insurance
  • Medicare Supplement
  • Long Term Care

*Neither Maxwell Financial nor United Planners provides tax or legal advice. We work with you and your legal counsel to assist you with your estate plan.