Your Resource for Comprehensive Financial Planning Services

  • 503.610.1620

Financial News

  1. Key Employee Insurance – Addressing an often-overlooked risk

    March 4, 2014

    You try to protect your business against as many risks as possible. But when it comes to key employees who are critical to your company’s success, there might be more risk than you think. The death or disability of a key employee can reduce the earning power of any business in the short run. For […]


  2. And the IRA goes to…

    We have all heard the horror stories about the wealthy actor or business man or woman who dies suddenly, inexplicably leaving all their retirement account assets to an ex-spouse or former partner because they failed to update their beneficiaries. The reality is that this mistake is quite common and though it might not make headlines […]


Assess Goals & Weaknesses

Maxwell Financial Group's Client Services offerings are designed to address the individual needs of our Clients of all financial positions.

more

Assist Advisors & Agents

Assisting Advisors and Agents who require services for their Clients that they would offer in their own practices but may not currently employ.

more

A Steady Financial Platform

Attainable financial goals for anyone with the desire to have a more fulfilling financial picture either for themselves & their families or for the clients they assist.

more