Conducting Your Financial Success
A Path to Retirement Worth a Standing Ovation
WHAT WE DO
By understanding your complete financial picture, we develop a deep understanding of what is required to help you achieve your goals. To make your life easier, we offer additional services which allow you to stay organized, updated, and prepared.
We’re a full-service, independent advisory firm dedicated to helping you meet and potentially exceed your financial goals at every stage of your life. First, we approach every relationship with a long-term vision. Then we collaborate with you to develop a sound financial plan. Finally, we work with you to monitor your progress and recommend revisions, as needed.
As an independent, full-service wealth management firm, Craig Moser, our CERTIFIED FINANCIAL PLANNERTM professional along with our other Financial Advisors, are dedicated to fiduciary duty. Because we don’t have products to sell or quotas to meet, we focus entirely on what’s best for you.
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Different life stages require different needs
Maestro Wealth Advisor’s Offers Help With The Following:
STAGE ONE
Financial Goal Planning
You may have specific financial goals, but do you know how to accomplish them? We help you identify your financial goals, as well as the steps needed to reach them. Any recommendations we make always have these goals in mind.
STAGE TWO
Investment Asset Management
Acting in your best interest, we may manage your portfolio for a fee or hold investments outside of a managed account. As Investment Advisor Representatives, we manage your assets based on your individual goals, objectives, preferences, and tolerance for risk. As your particular situation warrants, we may manage your portfolio for a fee or hold investments outside of a managed portfolio.
STAGE THREE
College Funding
This makes identifying predictable sources of income a necessity. We work to identify and develop predictable sources of income and create a retirement strategy balancing your income needs and the tax implications of those income streams.
STAGE FOUR
Income Planning and Analysis
You may experience a retirement of 20 to 30 years (or more). This makes identifying predictable sources of income a priority. We work to identify predictable sources of income and develop a retirement plan customized to your specific circumstances.
STAGE FIVE
Tax Efficient Real Estate Liquidations
You may be ready to sell your business, your investment property, or your second home. We facilitate 1031 exchanges to help minimize the tax burden and maximize the dollars retained on real estate sales. Selling property without a proper plan can have a significant tax burden which may be avoided. Whether you seek to maintain the traditional landlord role on a new property through a 1031 exchange or you want to pivot to an investor role using a 1031 DST, we should be able to help you.
STAGE SIX
Tax Planning
When you retire, some income pension, required minimum distributions and even Social Security benefits is taxable You worked hard for your money and want to keep as much of it as possible. We structure your assets and income streams to help minimize your future tax burden.
STAGE SEVEN
Social Security Analysis
One of your most important decisions is when to apply for your Social Security benefits. The lifetime, inflation adjusted income promised by Social Security makes it one of your most significant assets. We help you answer questions such as when to file, tax implications of Social Security benefits, spousal benefits, and more.
STAGE EIGHT
Estate & Legacy Planning
The ultimate goal of estate planning is to transfer your assets to your beneficiaries easily and efficiently, so that value received is a blessing and the process is not a burden. Our planning process includes working with your attorney or one of our recommended attorney’s, to create and coordinate your estate plan with your investment structure.
