Maven Financial

Our process starts from the ground up and focuses always on your life goals. Emphasis is placed on the end results, not how to get there. We will assess your current situation, desired outcomes and risk tolerance, making sure you understand every option and vehicle available.

When you work with Maven Financial, we’ll help you make sense of the entire spectrum of wealth and risk management, not just focus on one element, such as investments. People often mistake investment management for financial planning, but the reality is that investments are just a small part of financial planning which also involves things like tax minimization, budgeting, Social Security planning, retirement planning, asset protection, and more. Financial planning also involves preventing financial losses due to the inevitable cognitive decline that happens as we age. Research has shown that financial literacy declines by about 2 percent each year after age 60, so it’s imperative to have an ally in your corner helping you stay on track.