DREAM.PLAN.ACHIEVE

 

SERVICES

At Maverick, we understand two essential truths about money.

First, your financial decisions and well-being are not compartmentalized to one small area of your life. They are your life. They determine the quality and structure of your life, and your future.

Second, your finances are ever-changing, because your life is always changing! Are you switching jobs, adding to your family, moving, diving into a new venture, selling a business, retiring, sending kids off to school, downsizing? Each life change brings with it substantial changes to your financial status.

These changes don’t have to be challenges. Not when you are working with a financial advisor that is dedicated to you, your life, your ever changing needs, not just to watching your portfolio.

LEARN MORE ABOUT HOW WE CAN HELP YOU.

Comprehensive Financial Planning includes:

Goals

  • Lifestyle and Career Goals
  • Savings Goals
  • Debt Reduction Goals

Review/Analysis

  • Employee Benefits Review
  • Risk Analysis
  • Insurance Analysis
  • Estate Planning Review
  • Investment Analysis and Recommendations

Planning

  • Cashflow Planning
  • Tax Planning
  • Retirement Planning and Projections