Our Services
Maxwell Financial Management is an independent financial services firm located in Worthington, OH.
We’re interested in your hopes and your dreams. We’ll talk to you about our experiences and our philosophies. We want you to know as much as you can about us and about financial planning. It is you who will always be in control of your future. We will lay the groundwork and help you get there.
Our commitment is to our relationship with you, our client. At Maxwell Financial Management, we believe that long-term goals require long term relationships.
Here’s how we work:
We identify your needs and objectives.
We fully analyze and evaluate your personal situation.
We give you input and advice to help you make timely, informed decisions.
The benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial health of you and your family. This places you in a better position to make wise decisions, and makes implementation much easier.
INVESTMENTS
- Bonds
- Common Stocks
- Educational IRA
- Brokerage Accounts
- Traditional, Roth, SEP & Simple IRA's
- Treasury Bills, Treasury Notes & Government Securities
- Variable Annuities
*Securities offered through FSC Securities Corporation, Member FINRA, SIPC
FINANCIAL PLANNING
- Objectives & Assumptions
- Current Situation
- Observations & Recommendations
- Education Planning
- Financial Independence
- Investments
- Risk Management
- Tax Planning
- Estate Planning
- Implementation
INSURANCE
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Fixed Annuities
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