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Maggard Wealth Management:
Comprehensive Financial Services

At Maggard Wealth Management, we offer a range of financial services designed to help you grow, preserve, and give in a manner that aligns with your unique needs and goals.

Our Core Areas of Service

Grow

Preparing for Retirement

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protecting Your Assets

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Medicare

Give

Estate and Legacy Planning

Wills and Trusts
Probate Avoidance
Charitable Giving
Lady Bird Deeds
Tax Planning

Our Maggard Retirement Blueprint

Understanding Your Needs

Discovery Meeting

  • What matters most to you

  • Your goals

  • Your concerns

  • Initial review of your current financial picture

  • Establish agreement of need

Review of your Retirement Blueprint

Financial Clarity Meeting

  • Identify areas of weakness

  • Identify a plan of action

  • Review Updated:

    • Income plan
    • Investment plan
    • Tax savings plan
    • Healthcare plan
    • Estate plan
Onboarding Process

Partnering with Maggard Wealth

  • Review and complete DocuSign Paperwork

  • Initiate the assets transition to Charles Schwab

  • Establish online access to client portal and Charles Schwab accounts

Implementing your Retirement Blueprint

Implementation Meeting

  • Income plan

  • Investment plan

  • Tax savings plan

  • Healthcare plan

  • Ongoing strategy sessions