As a business owner, making sure your company stays up and running, regardless of what life or Mother Nature has in store, is of primary importance. Learn how to help protect against interruptions. Let us show you how your company might benefit from a Business Continuation Plan. You have worked many years to build a strong company, but without a plan to transition your legacy, the business might fail.
Don't take that risk. Many family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes, family discord or both. Don't let your business fall into this trap; find out how you can have a plan in place. You have heard the adage that "you do not plan to fail, you fail to plan."
Don't take that risk. Many family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes, family discord or both. Don't let your business fall into this trap; find out how you can have a plan in place. You have heard the adage that "you do not plan to fail, you fail to plan."
Services
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. Tasha supports Maverick Wealth's wealth managers and client services coordinator by coordinating the many tasks that need to be completed on a daily basis. In the wake of the last month's events, we feel the need to address the global situation(s), as well as, give our outlook moving forward.
Whatever your financial goals are in life, whether it's a better lifestyle for you and your family, or building your business to create a legacy, we are here to help create a guide map toward your financial future. With years of financial education and experience on our side, we are strategically poised to help you work towards making your financial dreams a reality.
What should I expect in the financial planning process from the Maverick Wealth Management Advisors?. Advisors begins with a "get acquainted" meeting. They will review the information you provide regarding your financial situation (tax returns, insurance policies, asset statements, estate planning documents, employee benefits, etc.).
We Are More Than Financial Products, A Lot More: We are independent and not employees of any one financial company. Our Advisors have access to all of the available financial products and instruments to create portfolios for our clients. However, what separates us from the others is our commitment to delivering customized advice and strategies for our customers.
Reviews (4)
Loretta Jimenez
Aug 17, 2021
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Maverick Wealth Management was not a company that I chose. It was chosen by the executor of my mother’s estate. I would not recommend this company due to many reasons. There is no attention to detail, they are unprofessional and have no customer service.
The company does not use a secure method of collecting personal data. I was told to use pen and paper and use the US Postal Service. (My paper document was lost in the mail for 2 months resulting in a credit freeze to be initiated).
My inheritance consisted of two accounts. One I had transferred to my investment institution; the other was to
The company does not use a secure method of collecting personal data. I was told to use pen and paper and use the US Postal Service. (My paper document was lost in the mail for 2 months resulting in a credit freeze to be initiated).
My inheritance consisted of two accounts. One I had transferred to my investment institution; the other was to
Trinity Chiropractic Of Burleson
Jul 03, 2018
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Dorothy Garza
Jan 17, 2017
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Words cannot describe how Maverick Wealth has helped us. We have a family partnership that has sizable assets, and Maverick actually gave proactive advice rather than the reactive advice we had previously received. They used strategies we had never used before to protect against downside and introduced us to growth strategies we did not have access to before (Ameriprise, Fidelity, Vangard and Edward Jones). Despite a market that has not been great the last two years, we have still managed to make good money with Maverick. Lastly, I appreciate the use of institutional funds that we never had access
Kristina Skinner
Jan 17, 2017
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Maverick Wealth Management has been so helpful in navigating us in the world of investment. I've always felt confident and assured of the options set before us. Investment, retirement, stock market all create a bit of anxiety and confusion for us. They have been so gracious in answering all our questions so that we are comfortable with the decisions made with our money. They have been so prompt to return calls/emails, and make you feel like a real priority. I wouldn't trust anyone else with our investments.
