Business Details
Your Trusted Partner for Retirement Financial Planning Solutions
MaysGroup Advisors is an independent financial services firm dedicated to helping individuals and families prepare for, plan, and live in retirement. With over 30 years of combined experience in the financial services industry, our team specializes in tailored retirement planning strategies and insurance solutions. We focus on delivering guaranteed lifetime income, asset protection, and tax-efficient strategies to support a holistic approach to our clients' financial futures. Our three-step planning processStart Smart, Apply Discipline, and Communicate Progressensures a thorough understanding of each client's unique financial situation, goals, and risk tolerance.We design customized strategies to address key financial considerations such as longevity, inflation, liquidity, and market risks. Our commitment to transparency, proactive outreach, and ongoing support ensures clients maintain visibility and confidence in their income plans. As a firm led by a Chartered Retirement Planning Counselor (CRPC), we prioritize replacing uncertainty with strategy, empowering clients to retire on their terms with dependable income. Our services include wealth management, tax planning, legacy and estate planning, and Social Security optimization, all tailored to meet the evolving needs of retirees.
Services
Wealth Management
Retirement Savings Optimization
Long-Term Care Planning
Tax-Free Retirement Income
Social Security Optimization
Legacy and Estate Planning
Inflation Protection
Liquidity Needs Planning
Highlights and features
- We have over 30 years of experience in financial services and retirement planning.
- Our tailored strategies address longevity, inflation, and market risks.
- We prioritize transparency and proactive communication with all clients.
- Our team includes a Chartered Retirement Planning Counselor (CRPC) with institutional expertise.
- We offer tax-efficient solutions for guaranteed lifetime income and legacy planning.
Associations and certifications
- Chartered Retirement Planning Counselor (CRPC)
What people say
Personalized strategies
Transparent communication
Expert guidance
Tax-efficient solutions
Proactive planning
Services
Wealth Management
Wealth Management at MaysGroup Advisors focuses on maximizing the growth potential of investable assets while aligning with clients' risk tolerance and financial goals. Our strategies emphasize long-term wealth preservation and tax-efficient growth. By tailoring investment plans to individual needs, we help clients build and maintain financial security throughout retirement.
Retirement Savings Optimization
Retirement Savings Optimization involves increasing future retirement income through tax-efficient, capital-leveraging strategies. We analyze clients' current financial situations to design plans that enhance savings potential while minimizing tax liabilities. This service ensures clients maximize their retirement income sustainably.
Long-Term Care Planning
Long-Term Care Planning addresses the financial and emotional toll of extended care needs. We develop strategies to protect assets and ensure access to quality care without compromising retirement security. Early planning allows clients to retire with dignity and peace of mind.
Social Security Optimization
Social Security Optimization helps clients understand and maximize their entitled benefits. We analyze claiming strategies to enhance income while considering factors like life expectancy and tax implications. This service ensures clients receive the highest possible Social Security payouts.
Legacy and Estate Planning
Legacy and Estate Planning safeguards clients' estates and loved ones from unnecessary taxation and probate. We create proactive strategies to preserve wealth for future generations while aligning with clients' wishes. This service ensures a smooth transfer of assets with minimal legal and financial hurdles.
People
Edwin Mays
Chief Retirement Strategist
Edwin Mays, a Chartered Retirement Planning Counselor (CRPC), brings over 30 years of financial services experience to MaysGroup Advisors. He specializes in designing retirement strategies that guarantee lifetime cash flow and protect against market risks, longevity, and rising costs.
Rita Nelson
Office Manager
Rita Nelson oversees daily operations and client support at MaysGroup Advisors. Her role ensures efficient administrative processes and exceptional service delivery to clients.
Steve Markes
Financial Advisor
Steve Markes provides personalized financial advice to help clients achieve retirement goals. He focuses on tailored strategies and comprehensive planning to meet individual needs.
April Drew
Wealth Management Specialist
April Drew specializes in wealth management solutions, guiding clients through investment strategies and asset protection to secure long-term financial stability.
Questions
What services does MaysGroup Advisors offer?
We offer retirement planning, wealth management, tax planning, Social Security optimization, and legacy estate planning tailored to individual needs.
How does MaysGroup Advisors help with retirement income?
We design customized strategies to ensure guaranteed lifetime income, protect against market risks, and optimize tax efficiency for sustainable retirement income.
What makes MaysGroup Advisors unique?
Our focus on personalized strategies, combined with over 30 years of experience and a CRPC-certified advisor, ensures expert, client-centric retirement solutions.
How do I start working with MaysGroup Advisors?
Contact us via phone or email to schedule a complimentary strategy session, where we'll assess your goals and create a tailored retirement plan.
Do you provide tax-efficient retirement planning?
Yes, we specialize in tax-efficient strategies to maximize savings, reduce liabilities, and ensure long-term financial security in retirement.
