We Help You Navigate Life’s Transitions.
Are you ready to start planning for your future?
Live for Today. Build for Tomorrow.
We recognize that financial success looks different for everyone and that the need for wealth management can begin at any age. That’s why we work closely with you to understand your financial goals and create a personalized plan to pursue them.
STEP ONE
We begin by getting to know you. We explore what's most important to you, digging into your goals and aspirations. Knowing your goals is essential to building a plan with strategies that fit your unique situation.
STEP TWO
Next, we gather and compile all the pertinent information about your finances. Our purpose in this step is to take a look at the big picture of your financial life and view it through the lens of your goals and values.
STEP THREE
Now, we do what we do best. In Step 3, we begin organizing and analyzing all the information. We observe how each piece fits together, consider different scenarios, and refine sustainable strategies.
STEP FOUR
Finally, we go over your plan together. We review your current situation and discuss various strategies to help you pursue your short-, mid-, and long-term goals. We set forth an action plan with tangible next steps, all while keeping the big picture in mind.
STEP FIVE
After the plan is presented, the work really starts. This process is dynamic. Depending on your situation, we will revisit and update the plan throughout the year. We'll keep tabs on progress, make changes as life happens, and walk with you through the entire process.
Our Process ensures we understand what’s important to you, and what your goals are for your family and future.
Maximizing Every Phase of Saving. All the time.
As wealth managers, we recognize that everyone begins their financial journey from a unique starting point. We also understand the necessity of adapting your strategy to accommodate significant life events. Effective portfolio management involves implementing tailored savings strategies as your needs evolve. In fact, different savings phases could run simultaneously as part of a comprehensive strategy to meet your individual needs.
Strategies to Grow Your Wealth
It’s never too late or too early to start saving for the future. It’s common for most people to feel unprepared at this stage of planning. Over the years, we’ve helped hundreds of people pursue their financial goals, and we’re here to help you do the same. We’ll work with you to develop realistic and guided solutions regardless of when you start.
Investment Planning: We’ll work with you to choose the right mix of investments for your goals aligned with your risk tolerance.
Strategize Savings: Based on your vision, we’ll review opportunities to better position your savings funds and how to use them to your advantage.
Creating a Budget: Once we review your goals and possible ways to get there, we’ll create a budget that balances your current needs with your financial goals.
Preserving Your Future
This part of the planning process is about preserving the wealth you’ve built for the future. We’ll review your goals and adjust your investments as needed, factoring in unexpected life events, inflation, and market fluctuations.
Insurance Planning: We’ll begin looking into ways to preserve your assets and income.
Investment Risk Management: We evaluate each stage of your life to develop a strategy to preserve and improve your financial portfolio.
Tax Planning: We’ll discuss ways to manage the tax impacts of your investments efficiently so you can keep more of what you earn.
Enjoying the Benefits
When all your hard work and dedication have paid off, it’s time to enjoy the fruits of your labor. We’ll help manage your assets to work towards your desired retirement and prepare for a seamless transfer of wealth to your loved ones.
Estate & Legacy Planning Strategies: We’ll make sure everything is in place to ensure your wealth is distributed according to your wishes.
Retirement Distributions: We’ll schedule all your paychecks, giving you confidence that they will arrive on time each month.
Succession Planning: If you own a business, we will help you strategize a succession plan that preserves your wealth.
Why You Should Choose Maxem Wealth Advisors.
We understand that every decision we make impacts your financial future. That’s why we take a holistic approach to financial planning, reviewing your current situation to see what lies ahead.
