Services

At Maverick Wealth Management, our Advisors take fiduciary responsibility seriously. All our advice is guided by our desire to make sure our client’s needs drive each financial decision. We understand that your savings and investments deserve comprehensive advice and management. You can be assured that every strategy we put into place is unique and customized with your goals in mind.

You have heard the adage that “you do not plan to fail, you fail to plan.” Planning for retirement is a perfect example of that phrase. Your entire life will be spent working hard to prepare for the big day when you will finally retire and enjoy the life you always wanted. Unfortunately, many Americans never get around to figuring out how they can live the retired life they have dreamed. With dozens of unanswered questions, most people just give up and hope for the best. That is not necessary. There are answers to the questions. With life spans increasing and medical costs increasing it is imperative to have a plan and know how to save for your big day. Don’t travel the road towards retirement alone. It is never too late to plan. Maverick Wealth Management has the answers to help you pursue the future you desire.

How much money do I need to have saved to retire? How can I make sure my retirement savings will last my whole retirement? Those questions have answers. Our advisors can create a personalized plan that seeks to help ease your mind when it comes to providing enough income to not only survive in retirement but enjoy it.

Did you know that you might lose half of your estate to taxes upon your death? How will a divorce affect the legacy you built for your children and grandchildren? How can you avoid family turmoil in the distribution of your assets? These are valid questions. You have worked too hard to not have a plan in place to help protect the estate you have built. Upon your passing, having a proper estate plan will go a long way to assuring that your final wishes, in regards to your assets, are fulfilled. Maverick Wealth Management and it’s partners can help guide you.

The passing of a loved one comes with an immense sense of loss and stress. Unfortunately, there is business that government agencies might demand within a short timeframe. There will be the payment of taxes, the transferring of assets and the payment of expenses, just to name a few responsibilities. Handling and administering a loved one's estate can be complicated, stressful and expensive. Having to deal with closing an estate is hard enough without dealing with the emotional stress of a loss. Be assured that Maverick can, and will be available to help guide you through this process, and lend as much aid as we can during this emotional time.

It seems that our children grow faster and faster every year. Before you know it, they will be off to college. The sad fact is that college tuition rates continue to go up every year. Let the Advisors at Maverick Wealth Management come alongside and show you how you can have a financial plan in place to help work toward the college education you desire your children to have.