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Our Services

Maximus Wealth Management offers independent financial management
and advice in the following key areas:

– Investment planning
– Retirement planning
         - IRAs
         - 403(b) plans
         - 457 plans
         - 401(k) plans
– College Funding
– Risk Management
– Insurance
         - Life Insurance
         - Disability Insurance
         - Long-term Care Insurance
         - Health Insurance
– Estate Conservation

Our services are designed to help you answer the following questions:

  1. How can I get more from my investments?
  2. How can I reduce my exposure to risk?
  3. How much money will I need to live comfortably in retirement?
  4. Am I saving enough?
  5. What are effective ways to save for college?
  6. How can I help reduce estate taxes and preserve more of my assets for my heirs?
  7. Do I have the right amount of life insurance?
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