60 East Rio Salado Parkway,
When is the last time your attorney sat down and really worked with your financial advisor? Better yet, when was the last time they even spoke?At Maxima Wealth Management, it happens on a frequent basis.
Through wise estate planning that integrates with the management of your investment portfolio, our goal is for you to transfer the maximum assets possible to your beneficiaries in the manner you choose, while fully complying with federal and state tax laws. Our estate planning professionals will review your situation to develop a strategy that is best for you and your family.
*The professionals at Maxima Wealth Management are not legal experts and cannot provide legal advice or review of legal documents.