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Maia Wealth, an independent Registered Investment Advisor (RIA) specializes in providing comprehensive and innovative financial plans. Through their in-depth process, they are able to hone in on the unique needs and develop strategies that will meet the long and short-term financial goals of their clients. These strategies can include insurance, investments, estate planning (wills & trusts), college and retirement planning, and much more.
Although Maia Wealth works with a variety of clients across all industries, they specialize in their work with business owners. Their experienced financial advisors will be able to understand and help you navigate your specific needs to help set you up for future success.
Individual and Family Planning
Wealth Management
Investment strategies
College funding strategies
Accumulation programs for pre-retirement
Retirement Planning
Asset Protection and Estate Planning
Estate tax mitigation strategies
Charitable giving techniques
Life insurance and Disability income protection analysis
Long-Term Care insurance
Business Planning
Business Protection planning
Insurance Evaluation
Review Wills, Trusts & LLCs
Business Planning
Implement Low-Cost 401(k)
Income Tax Mitigation Strategies