Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Retirement Planning

Making the most of your retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management

Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Working closely with your tax expert or if you do not have one, we can refer you to an experienced CPA.

Estate Planning

Reviewing your durable power of Attorney, Health Care Directives, wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Reviewing existing insurance policies and recommending changes when appropriate. Finding the best policy for your situation.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles aimed to help you pursue your goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

andrew@maynfin.com | (217) 965-5796