We Build Relationships As Well As Portfolios.
Formulas and spreadsheets are not our sole focus. Our commitment is to our relationship with you, our client. Most, if not all, of our business is on a referral basis from clients we intend to partner with for years to come. At Maxwell Financial Management, we believe that long-term goals require long-term relationships. Our client relationships are built on trust.
California (CA), Colorado (CO), Florida (FL), Georgia (GA), Hawaii (HI), Illinois (IL), Indiana (IN), Kansas (KS), Louisiana (LA), Maryland (MD), Massachusetts (MA), Minnesota (MN), New Jersey (NJ), New York (NY), Nevada (NV), North Carolina (NC), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Texas (TX) , Vermont (VT), Virginia (VA), Washington (WA), West Virginia (WV). IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
We are licensed to sell insurance products in the following states of: California (CA), Florida (FL), Indiana (IN), Minnesota (MN), Ohio (OH), Wisconsin (WI).
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HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?
In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.
What Kind of Investor Are You?
Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.
Retirement Plans for Small Businesses
With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.
Put It in Writing
A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.
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