Video Library
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Fiduciary Difference
1 min & 13 secsLearn why it's better to seek financial advice from a fiduciary.
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Tax & Income Planning
3 mins & 12 secsLearn about the importance of tax & income planning and why you should develop a financial strategy to get the most out of your golden years.
- 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.
