Who We Serve
Investment Solutions for Teachers, First Responders, Retirees, and Business Owners
We serve Mavericks from all walks of life
Every Maverick has a unique path to financial independence. At Maverick Financial Strategies, we serve those who refuse to accept cookie-cutter solutions and instead demand strategies as bold as they are. We challenge conventional financial wisdom and forge personalized paths that align with your values and vision.
Teachers
Educators shape the future, and we’re here to help you secure yours. We create innovative strategies that maximize your pension or 403(b) plan while building supplemental retirement income. Our approach recognizes the unique challenges educators face and work within—and around—the system to help you achieve financial independence.
Law Enforcement
Those who serve and protect deserve financial strategies that recognize their unique challenges and opportunities. We understand that law enforcement professionals face financial situations far outside the norm. From pension optimization to disability planning, we create strategies that protect your family’s financial future while maximizing the benefits you’ve earned through your service.
Firefighters
Firefighters risk everything to protect others, and we’re committed to protecting your financial future with the same intensity. From pension systems to hazard pay considerations, our strategies incorporate your unique benefit packages and take into account your early retirement eligibility. We help firefighters build wealth beyond their pension while ensuring family protection throughout their career.
Business Owners
Entrepreneurs are the ultimate Mavericks. People who choose an independent path and create their own rules. We help business owners navigate the complexities of building wealth while growing their enterprises. From cash management to succession planning and tax optimization, we develop strategies that protect both your business and personal assets.
Families
Every family has its own values, dreams, and definition of success. We create customized strategies that reflect your unique priorities. From education funding to wealth transfer, we challenge conventional wisdom and explore innovative solutions. Our approach helps families build generational wealth while teaching the next generation to think independently about money.
Individuals
Personal financial success requires breaking free from generic advice and embracing strategies tailored to your specific situation. We create personalized approaches that reflect your risk tolerance, goals, and values. Whether you’re just starting out or preparing for a major life transition, we help you forge your own path to financial independence.
Retirees
Retirement isn’t about following someone else’s playbook. It’s about writing your own next chapter. Our approach to retirement planning focuses on creating sustainable income streams that adapt to your changing needs. We help retirees protect their independence while generating the cash flow needed to live life on their own terms.
Executives
Corporate executives know that playing by someone else’s rules only gets you so far. We help high-achieving professionals break free from constricting saving strategies to maximize their wealth potential. Our approach includes traditional and alternative investments to make the most of your higher income. Let us help position you for financial independence beyond the corner office.
High Net Worth
Wealth creates unique opportunities—and unique challenges—that require thinking beyond traditional investment solutions. We serve affluent Mavericks who demand innovative strategies designed to protect and grow their assets. With cutting-edge techniques for tax optimization, philanthropic planning, and multi-generational wealth transfer, we coordinate with your team of professionals to ensure your wealth works as hard as you do.
Every client receives our ProActive Review to help ensure no details are overlooked. Wondering if a ProActive Review could benefit you? Click the link to learn more!