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What I Do
I offer a wide range of financial services designed to meet the diverse needs of my Investors. Here’s a closer look at I can do for you:
1. Investment Management
I will help you build a well-balanced investment portfolio tailored to your risk tolerance, time horizon, and financial goals. From stocks /crypto trading and bonds to mutual funds and ETFs, My strategies are designed to optimize growth while managing risk.
2. Retirement Planning
Planning for retirement is a lifelong journey. I. Will assist you in creating a roadmap that ensures financial stability and peace of mind in your golden years. Whether you’re just starting or nearing retirement, our team provides strategies that maximize your savings and secure your future.
3. Wealth Preservation and Estate Planning
Preserving your wealth for future generations requires careful planning. I collaborate with estate planning attorneys and tax professionals to ensure your assets are distributed according to your wishes while minimizing tax liabilities
4. Insurance Solutions
Protecting your loved ones is a top priority. I offer a variety of insurance products, including life, disability, and long-term care insurance, to safeguard your family’s financial security.
5. Business Planning
For business owners, financial planning is essential to achieving long-term success. From succession planning to employee benefits, I offer strategies that support both your personal and professional goals.
6. Education Savings
Providing for your children’s education is one of the most meaningful investments you can make. I will help you navigate 529 plans, Coverdell accounts, and other savings vehicles to ensure your child’s educational dreams become a reality.
Why Work with Maureen Finn Austin?
we pride ourselves on delivering personalized service with integrity and professionalism. Our team of experienced financial advisors is dedicated to helping you navigate the complexities of personal and business finances. By partnering with us, you gain access to:
Transparency isn’t just a goal—it’s my standard. My team is dedicated to continuous learning, staying updated on industry trends, and leveraging cutting-edge technology to deliver the best possible results for our investors .
Using the insights gathered during our consultation, we’ll craft a comprehensive financial plan that aligns with your objectives. I will work closely with you to fine-tune the details and ensure every aspect is addressed.
Once your plan is in place, I'll help you implement the recommended strategies and continuously monitor your progress. With regular check-ins and updates, we ensure your plan evolves with your changing needs.
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Have Questions?
I’m here to help you take control of your financial future. Contact me today to schedule your consultation and take the first step toward achieving your goals.