Maxon Financial provides personalized, confidential financial planning and investment management to individuals, trusts and small businesses in California. My primary focus is retirement planning for those who are preparing for or actually in retirement or semi retirement.
I offer planning focused on specific financial issues or a complete and comprehensive financial plan can be developed.
A comprehensive financial plan provides a summary of financial goals, analysis and recommendations. Individuals who choose the comprehensive financial planning option will receive a written, financial plan providing detailed analyses and recommendations designed to help achieve stated financial goals and objectives. The financial plan will include all or parts of the following:
Goals and objectives;
Spending and cash flow planning;
Tax planning considerations;
Insurance and risk management;
Current investment portfolio review;
Mortgage and debt management;
Education funding analysis;
Estate plan review or development;
Charitable giving plan;
Financial statement and net worth. Clients may choose to have Maxon Financial assist with plan implementation.
The firm does not require a minimum amount of income, net worth or investment assets.