Investment Management
Our investment portfolios are designed to align with your unique financial goals utilizing a fee-sensitive approach and tax efficient strategies. We diversify your investment strategy to account for your short-, intermediate-, and long-term goals. *There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Executive Compensation
Reward and incentivize your key employees with a compensation package that aligns with the goals and accomplishments of your organization’s overall performance
Individual And Business Financial Planning
Our financial plans begin with an in-depth analysis of your current financial situation.We seek to answer two things:
1) Are you on track?
2) Are there any financial blind spots?
Benefits Planning And Management
The benefits an organization provides is more than about the benefits provided – it's about the support for the employee’s life and family. We work with you to ensure you maintain a dynamic benefits plan with an employee-centric focus.
Tax Planning / Minimization
We collaborate with leaders in the field of tax-managed solutions to overcome the inefficiencies of investment vehicles that tend to overlook the significant impact of systematic tax drag on after-tax wealth. We look to unlock the true return by helping tax-sensitive clients keep more of what they earn. *Maverick Financial and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.
Estate Planning Consulting
No financial plan is complete without going through the process of preparing an estate plan that addresses the management of your estate should you become incapacitated or pass away. Working with legal professionals, we guide you through the process to ensure you protect your assets and loved ones.*Maverick Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Exit And Succession Planning
Business owners often regret not maximizing the hard-earned value from their businesses to fund their personal financial goals. Our Certified Exit Planning Advisors or CEPA® walk you through a process to intentionally enable the conversion of your business value into personal financial freedom and confidence.
Insurance
Insurance can play an important role for individuals and business owners. In many situations it becomes a vital piece of an overall financial plan. As independent agents, we help you answer the questions that keep you up at night: What if I’m unable to work or pass away unexpectedly – will those that depend on me continue to move forward.
Charitable, Government And Group Services
Learn about the evolution of charitable gifting and how donors’ changing attitudes are revolutionizing the very definition of charitable gifting and how it can work for you.