Services

We are a full-service, independent advisory firm

We are dedicated to helping you meet and potentially exceed your financial goals at every stage of your life. Approaching every relationship with a long-term vision, we collaborate with you to develop a sound financial plan before we make any recommendations.

 

 

Different life stages require different needs:

 

You may know the financial milestones you want to achieve (buy a house, send your children to college, retire in Bali, etc.), but do you know how you’re going to get there?  We help you identify your financial goals, the steps needed to reach them, and we get them all written down in one place for you.

With almost 30 years of experience in the financial industry, and a Certified Financial Planner™ at the helm, Maestro Wealth is uniquely positioned to help with your Financial Goal Planning.  Why not contact us today for a complimentary consultation to see how we can help you reach your dreams?

 

As a Registered Independent Advisor, we don’t have products to sell or quotas to meet. Your assets are managed according to your individual goals, objectives, preferences and tolerance for risk. Combined with our proven mathematical formulas, almost 3 decades of experience, and WealthGuard, our goal is achieved when your goals are achieved.

Dedicated to building lasting relationships, Maestro Wealth designs an individual asset management strategy to align your investment priorities with your individual goals.  Focusing on the person rather than on the portfolio is the Maestro Wealth difference.  Contact us today to learn more about our asset management strategies.

 

When reviewing finances, your retirement should take priority over college savings.  You can’t borrow money for retirement, so make good decisions based on your financial and personal goals.

We can help you explore options for college funding, including identifying the best 529 tax-advantaged savings plan for your family.  Despite the benefits of 529 plans, some may impose penalties and/or loss of benefits in certain situations.  Before you open a 529, let Maestro Wealth help you fully understand all aspects of how the plan works.

 

The foundation of your income will be predictable sources of income.  Then you strategically and systematically include other savings and investments to provide income at various intervals of time.  Our Income Planning and Analysis process is a highly-focused tool which serves as a roadmap to guide you from Point A to Point B.

 

Because you could see a retirement of 20 to 30-years (or more), we designed our retirement planning process to help ensure you don’t run out of money during retirement.  By identifying your goals and understanding the retirement lifestyle you envision, we develop a customized plan based on your specific circumstances.

In addition to identifying sources of income and estimating future expenses, we also look at unexpected scenarios:

 

  • What happens if you (or your spouse) requires extended medical care?
  • How will your retirement income be effected if you outlive your spouse?

 

These types of questions, and others, are addressed through our “results in advance” planning approach.  Considering unexpected variables, results in advance gives you the best possible chance of achieving a successful retirement.

 

Tax planning is an important part of the retirement planning process.  When you retire, some income (such as Social Security benefits and required minimum distributions) are added to your yearly taxable income.  We understand you worked hard for your money and want to help you keep as much of it as possible.  That’s why we focus on structuring your assets to minimize future tax implications.

 

One of your most important decisions is when to apply for your Social Security benefits.  This isn’t a decision to be made lightly.  The lifetime, inflation adjusted income promised by Social Security makes it one of your most significant assets.  Let Maestro Wealth Advisors help you answer questions such as when to file, tax implications of Social Security benefits, spousal benefits, and more.

 

The ultimate goal of estate and legacy planning is to transfer assets to your beneficiaries with the least financial and emotional impact possible.  We help you think through various scenarios and coordinate with your attorney to update existing or draft new legal documents to ensure your assets are distributed in accordance with your wishes.

Should you pass, we are committed to helping make the transition as easy as possible on your family.  From coordinating with your attorney to preparing final statements and transferring assets, we do everything in our power to minimize the emotional impact on your family.

We are a proud provider of WealthGuard, an early warning system for your investments. Because you’ve worked too hard to be surprised by your money.

Learn how it works

Ready to get MORE out of your retirement?

Kickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:

Customized Social Security Benefit Summary
to help maximize the payments you are entitled to

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

I'm ready to get MORE
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