Advisor/Agent Services
Advisor/Agent services are designed to assist Advisors and Agents who require services for their Clients that they would like implement as offerings in their own practices but may not currently employ. Maxwell Financial Group recognizes that nothing is more important to an Advisor or Agent than the continuation of their practice and services to properly service their Clients. Our goal is to provide these services as your partner in the field, allowing you to continue to meet the needs of your Clients while maintaining your focus on growing your practice.
Please Contact Us if you have any questions or would like to partner with Maxwell Financial Group. A sample of our Advisor/Agent Partnership Agreement can be viewed here.
Below you will find a partial list of our services. Our services and providers are always evolving as new cases present themselves.
Financial Planning Services
- Financial Plan Design and Presentation
- Data analysis and collection
- Estate, Tax, & Charitable Planning Strategies
- Insurance analysis and proposals (Life, Health, DI, LTC, Group)
Case Development Strategies
- Client meetings
- Equity Portfolio Advice services/Analysis
- Business Continuation Analysis
- Business Financial Plans
- Executive Benefit Strategies
- Employee Benefits Analysis
- Educational Seminar Preparation/Presentation
- Municipal Portfolio Analysis
- Retirement Plan Implementation/Management
