Who is Maks Financial Services, LLC?
Maks Financial Services is a growing independent financial advisory practice, that works with people, in order to help simplify their lives, in order to allow them reinvest that time in themselves, their families, and their loved ones.
What are your values and principles?
- Put the client and their needs first.
- Always operate with the highest ethical standards.
- Always provide the highest quality, personalized service for our clients.
- Care about the client’s needs and wishes as much as they do.
How are you paid?
We are paid in two ways.
- We are a fee based financial planning practice. We are paid an hourly fee and/or a percentage of assets under management for financial planning and investment management. Your fee will be determined and clearly communicated to at the end of your complimentary consultation, if we both feel working together makes sense.
- Secondly, we are compensated by the companies whose various insurance and protection solutions are used to implement the financial plan.
Why Maks Financial Services?
True Financial Planning — Its about seeing the whole picture. Unlike brokers and insurance salespeople, financial planning and investment management is our business. After completing and implementing your holistic financial plan, we review it quarterly to see that you are progressing towards your goals, at which point we make any adjustments as necessary.
Complete Transparency – Unlike your stock broker, we do not work on commissions for your investments, thus, you can rest assured our advice and your money is aligned with your goals in mind.
How do I get started?
Contact us now to schedule your complimentary meeting, either at our office or yours. Click “Request a Meeting” at the top of the page, or click here, to get in touch with us. You will hear from us within 24 hours.