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Maven Financial Insurance & Services

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About
Investments - Mutual funds Retirement planning - IRAs, SEPs, 401(k) plans, simple plans, pension/profit sharing plans Insurance - Fixed and variable life insurance, long-term care insurance, disability insurance, individual and group health and dental insurance, and fixed and variable annuities Estate planning - Insurance needs analysis, charitable remainder trusts, and business ownership succession plans Education planning - 529 plans, and Coverdell education IRAs General financial planning
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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

I travel to my customers

FAQs

  • What types of customers have you worked with?

    Fifty-six percent of American workers have saved less than $25,000 for retirement, and 46% have saved less than $10,000.1 Source: 1) Employee Benefit Research Institute, 2011 Will you outlive your retirement income? Should you add stocks to your portfolio? Are your financial expectations for the coming year realistic? At Maven Financial we help our clients plan for retirement. We will help you create a retirement plan which will give you stream of income you can't outlive as long as you should live. Please contact us at: 877-973-9993 or visit us: www.MavenIFS.com today.