Working With You
Welcome to Maks Financial Services
Maks Financial Services, LLC, (MFS) is an independent, fee-only financial planning and investment advisory firm. We simplify the lives of our busy clients by providing ongoing financial planning and asset management. We do this by providing our clients customized, ongoing comprehensive financial planning, and customized investment advisory services tailored to the clients’ needs. As a fiduciary, we have a legal obligation to put the needs and interests of our clients above our own.
Why Maks Financial Services
Because we care as much about you getting to your financial goals as you do.
True Financial Planning
Its about seeing the whole picture, taking into the account how your investment plan affects your taxes, how your insurance planning fits into your retirement planning, and how education funding fits in with your estate plans. When there is no holistic plan in place, people are too busy watching pennies, that they are missing the dollar bills flying out the window.
Your financial plan is about more than just money, its about your goals, your dreams, and your wishes. This is why we take an ongoing, relationship based approached to financial planning. We are here to be with you as we work towards getting you to your goals. To us, you are more than just a number.
Unlike other advisors, our future is aligned with yours. You should know, up front, how we get compensated. We are a fee based advisory practice, working with you on either an hourly, or asset based fee, for holistic, ongoing financial planning and asset management. Unlike your stock brokers, we do not work on comissions for your investments, thus you can rest assured, your money is aligned with your goals in mind.
Taking the First Step
“Success will never be a big step in the future, success is a small step taken just now.” – Jonatan Martensson
Schedule your complimentary initial consultation.
During our initial meeting, we will begin by explaining the financial planning process and how it works. We’ll explore your goals and see where you stand in relation to these goals, and how it relates to your overall financial picture.
At the end of the meeting, we will determine two things. First, if financial planning is the solution for you and your family — Secondly, if we both feel working together makes sense.