Experience comfort and confidence in your financial journey
Choosing a financial partner can be daunting. At Maxwell Financial Group, we create a welcoming environment where you can share your financial details without hesitation. We take the time to understand your concerns and goals.
Our clients return year after year because they believe in our process and see real results. With us, you have a partner who truly cares about your financial journey and long-term success.
Financial Planning services include:
- Comprehensive financial plans.
- Goal planning for short and long-term goals.
- Estate analysis and planning.
- Charitable giving strategies.
- Cash-flow analysis.
- Protection-planning strategies.
- Insurance: life, disability, long-term care and health care.
Financial Planning
Financial planning is more than a service—it's the foundation of our commitment to you. We dive deep into your unique financial story and aspirations. These insights allow us to craft strategies that manage your cash flow, help grow your investments, protect your assets, mitigate risks, and plan for your legacy.
Specialty retirement planning services include:
- Budgeting and cash-flow projections.
- Pension, 401(k) and IRA savings and drawdown strategies.
- Social Security and Medicare strategies.
- Annuities to create an additional income stream.
- Risk mitigation for taxes, health care costs and longevity.
- Life insurance and legacy/estate strategies.
Retirement Planning
Over the years, we have successfully guided hundreds of individuals, couples, and families into retirement. Many initially believed retirement was out of reach, but we showed them the possibilities.
Specialty business planning services include:
- Group benefit plans (health, disability, life, retirement).
- Executive benefit plans (bonus plans).
- Valuation assistance.
- Business continuation/succession planning.
Business Planning
Running a business involves juggling profitability, cutting costs, retaining talent, offering benefits, managing operations, and planning for the future.
At Maxwell Financial Group, we understand these challenges. We conduct a thorough review of your business finances and create a tailored financial plan with actionable strategies to help you meet and exceed your goals. Let us help you take control and thrive.
Maxwell Financial Group, Inc is a Registered Investment Advisor with FINRA and organized under the state of California and Oregon. Representatives of Maxwell Financial Group, Inc. may offer fee-based financial services in conjunction with other financial products not affiliated with the Maxwell Financial Group. Maxwell Financial & Insurance Services Agency, California Insurance License #0I67794, also licensed to conduct life/health business in multiple states and Investment Advisory services in all U.S. states. Daniel Kutzkey, CA License #: 0F05581. Please speak with your representative for a comprehensive list of services. Investment products and services carry risk and, as such, are not guaranteed. Maxwell Financial Group, Inc. and its representatives do not provide tax or legal services, please consult your tax or legal professional for any recommendations that may impact your tax or legal circumstances.
This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and we do not offer, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs, or to establish an advisory relationship.
MAXWELL FINANCIAL GROUP, INC
(971) 264-3066
21370 Southwest Langer Farms Parkway
Suite 142-135, Sherwood Oregon, 97140 United States