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About Us

What Maxwell Financial Management Can Do For You

Financial Planning

  • Guides you to think about areas of your financial life you may have not considered
  • Formalizes your goals and puts them in writing
  • Helps you prioritize your financial opportunities
  • Helps you determine realistic goals
  • Studies possible alternatives that could meet your goals
  • Prepares a financial plan and/or an investment policy statement for you
  • Suggests creative alternatives that you may not have considered, including the best way to claim Social Security
  • Reviews and recommends life insurance policies to protect your family
  • Assists you in setting up a company retirement plan
  • Assists in preparing an estate plan for you
  • Reviews your children’s custodial accounts and 529 plans
  • Helps you determine your IRA Required Minimum Distribution
  • Provides reminders about key financial planning data
  • Checks with you before the end of the year to identify any last-minute financial planning needs
  • Guides you on ways to fund health care in retirement

Investments

  • Prepares an asset allocation for you so you can achieve the best rate of return for a given level of risk tolerance
  • Stays up to date on changes in the investment world
  • Periodically monitors your investments
  • Reviews your investments in your company 401(k) or 403(b) plans
  • Reviews your existing IRAs
  • Helps convert investments to lifetime income
  • Suggests alternatives to increase your income during retirement
  • Provides you with unbiased investment research
  • Provides you with personal investment analysis
  • Determines the risk level of your existing portfolio
  • Helps you consolidate and simplify your investments
  • Provides you with technical, fundamental and quantitative investment analysis
  • Shows you how to access your statements and other information online

Taxes

  • Suggests alternatives to lower your taxes today and during retirement
  • A CPA will review your tax returns with an eye to possible savings
  • Repositions investments to take full advantage of tax law provisions
  • Works with your tax and legal advisors to help meet your financial goals

Person-to-Person

  • Monitors changes in your life and family situation
  • Proactively keeps in touch with you
  • Provides referrals to other professionals, such as accountants and attorneys
  • Shares the experience of clients who have circumstances similar to yours
  • Helps with the community of your family’s financial plans through generations
  • Facilitates the transfer of investments from individual names to trust, or from an owner through to beneficiaries
  • Keeps you on track
  • Identifies your savings shortfalls
  • Develops and monitors a strategy for debt reduction
  • Is a wise sounding board for ideas you are considering


Trusted Advice You Can Rely On

You can call us for guidance on all financial matters, no matter how big or small.