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The Maggard Wealth Process

Wesley Chapel, FL Financial Services

We offer financial services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.
How?

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

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.
How?

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

Give

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

LOW-COST EQUITY MODEL

Refers to buying shares of stocks or ETF’s in return for receiving a future payment of dividends and/or capital gains if the value increases.

INDEX AND BLUE-CHIP NOTES

Debt obligation that also contains an embedded derivative component that will
track both the underlying asset, group of assets, or index and the derivative
embedded within it.

PRIVATE REAL ESTATE

Alternative form of private REIT’s that invest directly in real estate and mortgages. The fund manages the assets and distributes income to shareholders. May only be available to high-net-worth investors.

PRIVATE CREDIT FUND

A fund of secured loans made to nonpublic companies. The fund services the loans and pays income to investors. May only be available to high-net-worth investors.

PRIVATE EQUITY

A fund of private companies, investors participate directly in the returns of the underlying companies. May only be available to high-net-worth investors.

PRINCIPAL PROTECTED INSURANCE

An insurance contract that pays interest and provides principal guarantees and protection of gains without the risk of loss during a market downturn.

BOND MODEL

Bonds offer different features than stocks and their prices tend to be less correlated to the stock market, making bonds a good diversifier for investment portfolios.

MAGGARD WEALTH MANAGEMENT SERVICED AREAS:

Financial Services Wesley Chapel, Florida

Financial Services Brooksville, Florida

Financial Services Tampa, Florida