Welcome to MFM
If you are like most people, you sometimes worry whether or not you are making good decisions about your money. Perhaps you even let emotions affect your personal financial decisions. You may also feel a bit disorganized financially or occasionally worry about missing financial opportunities.
At Maxwell Financial Management (MFM) we help develop a sense of confidence about your personal finances, helping you be more organized and purposeful than before. We help you visualize your goals and what you need to do to attain them. When questions or issues arise, you have access to our experience and counsel. Because MFM is helping take care of your financial concerns, you have more opportunity to attend to the important and enjoyable things in life.
The client experience at MFM is unique from that at other financial firms, in that, our primary emphasis remains on financial planning. We spend time learning about you and not only where you are now, but your hopes, aspirations and concerns for where you want to go in the future. We develop a comprehensive financial strategy for you through a series of meetings, with your life goals providing the basis for all recommendations. As you move through life, this plan can be modified and adjusted as your circumstances and goals change. And importantly, all of our partners hold the Certified Financial Planner® certification.
You will be dealing with different members of our team at various times throughout our relationship. Initially, your primary contact will be with Richard W. Maxwell, CFP® and Adam T. Hill, CFP®. As the senior partners of MFM, Dick and Adam will conduct all of your meetings. Since we are partners, you can be sure that both of us are intimately aware of the progress of your case at all times. We have weekly briefings of everything that has occurred in the office on any given day.

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