As a business owner, making sure your company stays up and running, regardless of what life or Mother Nature has in store, is of primary importance. Learn how to help protect against interruptions. Let us show you how your company might benefit from a Business Continuation Plan. You have worked many years to build a strong company, but without a plan to transition your legacy, the business might fail.
Don't take that risk. Many family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes, family discord or both. Don't let your business fall into this trap; find out how you can have a plan in place. You have heard the adage that "you do not plan to fail, you fail to plan."
Don't take that risk. Many family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes, family discord or both. Don't let your business fall into this trap; find out how you can have a plan in place. You have heard the adage that "you do not plan to fail, you fail to plan."
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Our Team
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I am passionate about working with my clients and want them to experience financial confidence now and in retirement. Tasha supports Maverick Wealth's wealth managers and client services coordinator by coordinating the many tasks that need to be completed on a daily basis. In the wake of the last month's events, we feel the need to address the global situation(s), as well as, give our outlook moving forward.
About Us
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Whatever your financial goals are in life, whether it's a better lifestyle for you and your family, or building your business to create a legacy, we are here to help create a guide map toward your financial future. With years of financial education and experience on our side, we are strategically poised to help you work towards making your financial dreams a reality.
Core Values
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FAQs
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What should I expect in the financial planning process from the Maverick Wealth Management Advisors?. Advisors begins with a "get acquainted" meeting. They will review the information you provide regarding your financial situation (tax returns, insurance policies, asset statements, estate planning documents, employee benefits, etc.).
What Makes Us Unique
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We Are More Than Financial Products, A Lot More: We are independent and not employees of any one financial company. Our Advisors have access to all of the available financial products and instruments to create portfolios for our clients. However, what separates us from the others is our commitment to delivering customized advice and strategies for our customers.
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