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
Maplewood Financial Services
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.