About My Practice
Maxwell Financial Management works with each client as an individual. Your goals and needs are very different from those of everyone else. Therefore, we will work with you to help you identify your financial goals. Once your goals have been established we will develop a financial plan custom tailored to your unique and particular situation. After the plan has been completed we will work with you to make sure the plan is implemented. The Team Concept: Professionals who are well versed in a number of financial planning disciplines combine their talents to create the most comprehensive financial plan to meet your needs. Our team includes alliances with Certified Public Accountants, Tax Attorneys, Certified Financial Planners, Employee Benefits Consultants, Investment Consultants, and Insurance Consultants. Communication: The financial planning process is an on going one. Everyone's situation changes with time. That is why we think it is essential to meet at least on an annual basis to update and monitor the plan. We wish to work with you for many years to help you acheive your goals, dreams, and aspirations.
Financial Planning has been my first and only job. I started in 1993 and earned my C.F.P. in 2000.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63
Life insurance: OH, Health/disability insurance: OH, Fixed annuities: OH, Variable annuities: OH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
FSC Securities Corp.
Considerations: Assets managed determine fee on sliding scale.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.