The 50/30/20 Rule: An Effortless Way To Budget Your Money
Take control of your finances using the 50/30/20 rule Many of us have tried to stick to an elaborate budget, only to give up soon
Manage Your Wealth * Manage Your Life ™
Welcome to Maplewood Financial
We manage your wealth, so you can manage your life.
No matter where you are today and what you’d like tomorrow to look like, we work with you to create a customized plan for building and protecting wealth. Your financial success and security are our number one priority. To that end, we take a diverse approach when advising our clients on how to best accomplish their goals—one that includes investments, savings, risk/reward balance, tax planning and insurance. And as life’s circumstances change, we are here to help you pivot in order to stay on track for meeting your objectives.
Our mission is to provide our select group of clients with a level of innovative investment care, independent financial advice, and continuous fiduciary oversight, giving them a renewed sense of confidence for the future, for themselves and for their families. This is accomplished by guiding our clients through the design and creation of their ideal retirement by integrating and strengthening the various aspects of their financial life in order to provide a sense of freedom and peace of mind during their retirement.
Whether you’re saving for your first home, college or getting ready to retire, we put you on the path to accomplishing your goals.
Financial planning is not a one-size fits all exercise. We dig deep to understand your unique situation and craft a custom plan that aligns with your goals.
Our firm includes experts who are well-versed in tax implications and savings measures for all levels of personal finances, as well as small business finances.
We work hard to demystify financial matters that many people ignore or are intimidated by. Ask us anything and we will answer honestly and without judgment.
Your satisfaction and comfort is important to us. We always work with your best interests in mind to help you build and protect your wealth.
For all the above reasons our clients have peace of mind knowing that their finances are being taken care of and they can rest living their best life.
Take control of your finances using the 50/30/20 rule Many of us have tried to stick to an elaborate budget, only to give up soon
2020 has shown why we need an Emergency Fund According to the publicly available data over 610,000 individuals filed for bankruptcy in the United States
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Investment advisory services provided through Tucker Asset Management LLC,
a registered investment advisor
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