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).
 

 

 

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

More Newsletters →