Who you choose matters for your

financial planning needs



There is a lot that changes as a retiree or as you transition into retirement.

Here’s how to get started

No cost review of your FL retirement.


100% Complimentary. Get Instant Access


You should ask yourself the following 3 questions:

1. What value and benefits will this firm bring to me and my family?
2. What are the 5 services that will be provided?
3. What makes this firm different from other wealth management firms?

From our perspective the average wealth management firm typically provides 1 service, and that is giving investment advice.

We do things differently at Maggard Wealth Management. We are an independent firm with trusted resources and partnerships to help our clients with all 5 major areas of financial planning at no additional cost.

Services Include:

  • Investment Planning

  • Tax planning

  • Income Planning

  • Health-Care Planning

  • Estate Planning

Having a firm that will help you build a comprehensive financial plan that covers all 5 areas is crucial in providing you with the value you deserve. Think of Maggard Wealth Management as an ongoing financial mentor that is always there to help you accomplish your ideal vision for your life and protect you and your assets from the unexpected.

A Florida retirement should be built for what you want to accomplish.


With our Florida Retirement Review,
we’ll help you know what to expect in retirement:

  • A smooth Stress Free Transition into retirement

  • Strategic Plan to look at your everyday needs and lifestyle wants evaluated

  • A fiduciary financial advisor - Your investments are regulated to do what’s in your best interest

  • A knowing of where your going to pull your monthly income from

  • A strategic plan to have your lifestyle wants met.

  • Independent Choices - Being an independent firm means you get more options to choose from

Yes, I want a Complimentary Florida Retirement Review

No cost review of your FL retirement.


Our vision is to be our clients most trusted and valuable resource. Our mission is to help our clients achieve their life ambitions no matter what happens in the economy or the market.

Brett Maggard

Brett Maggard

CEO and Financial Advisor

Maggard Wealth Management has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.

Having Schwab act as custodian for client assets provides us access to a wide range of services that help us
serve our clients.