Your Resource for Comprehensive Financial Planning Services

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Client Services

Our Client Services offerings are designed to address the individual needs of our Clients of all financial positions. Maxwell Financial Group strives to make every effort to meet the individual needs of our Clients and, as such, we are constantly revising our list of services and providers as necessary. Should you wish to discuss your situation feel free to Contact Us and we will reply to you promptly.

Below is a partial list of our services which are available:

Financial Planning Services

  • Comprehensive Financial Plans (click here for a sample)
  • Goal Planning for specific savings targets
  • Estate analysis and planning
  • Charitable giving strategies
  • Cash Flow Analysis
  • Protection Planning
    • Life Insurance (Including Term and Permanent)
    • Disability Insurance
    • Long Term Care Insurance
    • Health Insurance
    • Medicare Insurance (Including Part D)

Asset Management Specialties

  • Portfolio Analysis and Recommendations
  • Mutual Fund Portfolios
  • Equity Portfolios
  • Indexing Strategies
  • IRA’s and Retirement Plan rollovers
  • 401(k) and other employer sponsored programs
  • 529 Plans/Coverdell accounts
  • Retirement Income Planning
  • Annuities

Specialty Services for Businesses

  • Private placement fund raising
  • Group benefit plans (Health, Disability, Life, Retirement)
  • Executive benefit plans (Bonus Plans)
  • Valuation assistance
  • Business continuation/succession planning

 

Assess Goals & Weaknesses

Maxwell Financial Group's Client Services offerings are designed to address the individual needs of our Clients of all financial positions.

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Assist Advisors & Agents

Assisting Advisors and Agents who require services for their Clients that they would offer in their own practices but may not currently employ.

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A Steady Financial Platform

Attainable financial goals for anyone with the desire to have a more fulfilling financial picture either for themselves & their families or for the clients they assist.

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