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Get more out of life through a relationship you can rely on, advice you can access, and a plan that gives you confidence. In pursuit of your objectives, we follow four key investment principles.
We rely on time-tested academic research to build a portfolio that will help pursue your goals. The right mix of correlated assets means we mitigate risk and seek to maximize returns.
Studies show the majority of outperformance comes from asset class selection. We leverage the insight of institutional research to make proactive tactical adjustments with the goal of outperforming benchmarks.
We emphasize low turnover investments to reduce capital gains taxes and keep more of your money working for you.
Studies show low cost investments have tended to outperform their higher cost counterparts.
Your portfolio is custom designed to be as unique as you are.
We evaluate all your investment, real estate and business assets and seek to maximize retirement income and keep taxes low. Above all, we emphasize the importance of preserving your income so it lasts your lifetime.
Our process includes:
We use illustrative software to provide confidence and clarity for your income plan.
We consider the following variables to determine the appropriate time to take Social Security:
Keeping more of what you earn is key. Our tax planning includes:
Copyright 2023, Danny Payne, CFP. All rights reserved.
The financial consultants with Maupin Financial Advisors are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
LPL offers an integrated platform of proprietary, technology, brokerage, and investment advisor services to over 16,000 financial advisors and approximately 700 financial institutions.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, MD, MI, MN, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV and WY.
A Three-Step Process of Discovery and Initial Recommendations
A brief call to see if our expertise is a match for your objectives.
A one-hour in-person or virtual meeting to gather data, understand your objectives, and discuss possibilities. We will follow the meeting with specific written recommendations.
After building your custom plan, we leave it up to you to decide if you would like to partner with us and put your plan into motion.
Or fill out your details to set up a free 15 minute call.
