Financial Services | Maitland Financial Group | Retirement Planning
Maitland Financial Group is a family business, and when working with you on your financial picture, we treat you as we would our own family. That is, we get to know you and your unique life needs and goals, and then present you with carefully considered strategies and options designed specifically to suit your vision and objectives. Under the broad umbrella of this holistic approach to financial planning, your fundamentally sound financial program may include any or all of the following products and services:
- Retirement strategies (e.g., Roth IRAs, 401(k) or IRA rollovers)
- Investment management (e.g., hand-picked securities and bonds)
- Tax management (for individuals or small business owners)
- Estate conservation (e.g., intergenerational wealth transfer)
- Insurance and annuity products (e.g., life insurance)
Whether you already have parts of your financial plan in place or are not sure where to begin, we will walk you through a step-by-step process that will help you to make informed, confident decisions. We like to say that “knowledge builds confidence”—because it is one thing to have a financial plan on paper and another to feel secure in your choices and your future.
Contact us to begin your financial planning process. We look forward to hearing from you.