Financial Services
Made Easy.
No matter what you are looking to do when it comes to your financial services needs...
We've Got Your Six.
What does that mean? It's simple, it means we can handle what you need on your terms...
Looking to get your household budget in order?....We'll start you on the right foot.
Looking to tighten up your tax burden?...We've got the kiddos covered.
Looking to build or repair your credit?...You came to the right place.
Our Advisors are specialized in strategic wealth leverage creation methods and are here with you and for you every step of the way.
Find out how. Let us prove it.
Tax Preparation
Experience the ultimate flexibility in tax preparation with our services. Choose the path that suits you best: work directly with our tax pros for personalized assistance, or take charge and do it yourself with TurboTax, our trusted affiliate. Benefit from expert guidance, ensuring no deduction goes unnoticed if you opt for professional assistance. Alternatively, embrace your inner DIY spirit and navigate your taxes independently with the user-friendly TurboTax platform. Whichever route you choose, rest assured, we have your back. Achieve financial success on your terms, with the support you need and the freedom to decide.
Tax Planning & Strategy
Unlock your financial potential with our comprehensive tax strategy and planning services, led by experienced CPAs. Collaborate with our experts to develop a tailored tax roadmap, ensuring you optimize deductions and credits while staying compliant with the latest regulations. Seamlessly navigate complex tax laws, and strategically plan for the future. Our CPAs are dedicated to maximizing your savings and minimizing liabilities, providing invaluable insights into investment, retirement, and estate planning. Put your financial goals into action with confidence, knowing our team is here to help you achieve lasting prosperity. Embrace proactive tax strategies and secure your financial success today.
Credit Building & Repair
Empower yourself to achieve the credit score you deserve with our DIY Credit Repair and Building Plan. Take control of your financial future and repair inaccuracies on your credit report with our step-by-step guidance. Our user-friendly platform makes it easy to dispute errors and track your progress. But we don't stop there! Learn valuable credit-building techniques to enhance your creditworthiness over time. From budgeting tips to debt management strategies, we equip you with the knowledge to make positive, lasting changes. Watch your credit soar as you embark on this transformative journey. Start today and unlock a world of opportunities!
Estates, Wills, & Trusts
Safeguard your legacy effortlessly with our Estates, Wills, and Trusts DIY service. Backed by reliable resources and support. Create a legally binding will that reflects your wishes and secures your loved ones' future. Explore various trust options to protect your assets and minimize tax liabilities. Our user-friendly platform ensures a seamless experience, guiding you through each essential step. Don't delay in securing your family's financial well-being and preserving your legacy. Start crafting your estate plan today with confidence and peace of mind.
Why Choose A
Service Maverick?
Financial freedom and security can't be achieved without the correct plans for support of the foundations necessary to participate...
As a total solutions group we would't be doing our job if we couldn't or didn't help you make sure those foundations are covered...
We know that today, many of the services you require can be done on your own, technology is intuitive and easier to use than ever....
That's why we bring you solutions, and not just us as the only one. Meet with one of our financial services professionals or link up with one of our DIY services to take yourself to the next level...
Our Advisors are fully licensed experts and cross-qualified from across multiple financial disciplines. Each one hand-selected for their expertise, prior experiences, and dedication to service. Our Advisors focus on creating a comprehensive solution for YOUR needs. Not ours. On YOUR terms.
Proven financial plans, products, and advice. Our Advisors don't work for the big banks or hedge funds trying to sell you a product. Our product is our ability to plan, strategies, and advise you in choosing the right vehicle for your money. They are there to gather information about you, for you, your needs, your wants, and work with you to structure and develop the best advice and course of action to secure your goals.
Financial Services on your terms. We understand you have options when choosing where to put your money. That's why we have options for your financial services needs and plans. Find out how you can put your money to work for you, on YOUR terms, and live YOUR life.
I can tell you we are unique and special...
But it's a lot more fun to let us prove it...
How It Works:
The Maverick Method
No matter where you are starting in your journey. Your Maverick Advisor will meet you and work to develop your future as you want to live it. On your terms.
Our Advisors are fully licensed to conduct real estate transactions, shop and advise on your personal collection of insurance needs, and even help you plan your retirement or financial future and offer a range of solutions from college savings, retirement, tax planning and strategy, or even debt payoff and credit repair solutions.
Everything is here for you in one place. Our goal is to ensure you have a plan for the future, and we help you to execute that plan every step of the way.
Share Your Goals - Connect With Us
The first step is to contact us and share your goals, however big or small, and take an inventory of where you are and where you want to be. We begin with helping you assess your financial fitness and foundations.
Get Informed-Develop The Plan
Once you know where you are at, you will meet with your Maverick Advisor to discuss your future plans and needs. We will work with you every step of the way to identify the goals, problems, and solutions to your future plans. Whether it's just a single insurance policy or a total solutions financial plan. We've Got Your Six.
Live Free-Execute The Plan
Once the plan is in motion, just sit back and enjoy the life you are working to build. Follow the plan, and continue to dream big. You have one life to live.
Live Free. Live You. Be A Maverick.
Our Strategic Partners
