Leverage your Financial Equity
Women have enormous earning power. Make the most of it with a solid financial plan.
Planning for Certanity in Uncertain Times
It’s an uncertain time in the world. This impacts everything in your life, including your financial plans.
9 in 10 women will be soley responsible for their own family's finances at some point in their lives.
Dealing with the death or the disability of a loved one is stressful; not knowing what to do with the deceased’s finances in the aftermath imposes an additional burden on a family.
The Family Love Letter® is an intergenerational wealth transfer program designed to help your clients in what is often a time of confusion. It is a roadmap that employs a “storytelling” process to gather pertinent information. The goal is to help minimize the types of inadvertent mistakes that often occur during times of turmoil.
Maxwell Financial Management, Neuberger Berman and LPL Financial are separate entities.