Our Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:
- 401(k) retirement plans and Individual Retirement Accounts
- 529 qualified tuition plans
- Annuities
- Mutual funds
- Certificates of Deposit
- U.S.Treasuries Securities
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Life insurance
- Long-term care, disability and critical illness
- Health Insurance Group health benefits
- Address
- 89 Upper Elk Valley Drive, Evergreen, CO 80439
- marguerite.maxwell@lpl.com
- Website
- m-maxwell.com
- Phone
- 720-394-7135
My Services
I analyze where you are financially, discover where you want to go, and what matters to you the most. As no single investment strategy or financial plan works for everyone, we work together to develop a personalized action plan just for you. I strive to ensure your questions are answered and you understand your recommendations.
Contact me today, I’m here to help.
Services offered include: Investment portfolio analysis, fee-based asset management, variable and fixed annuities, life insurance, retirement plans, minor accounts and college planning, and cash flow analysis.
