Financial Services, Wealth Management, Financial Planning, Retirement

Maugel & Purcell Financial Solutions

Live for today. Plan for tomorrow.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Advice Works

Client Portal

25

Years of experience

2

Local Offices

We Stay Focused on Market Trends, so You Don't Have To

Prudent Wealth Management

Welcome to Maugel and Purcell Financial Solutions

Live for Today. Plan for Tomorrow.

At Maugel and Purcell Financial Solutions, we emphasize client education and teamwork to empower individuals and families to make intelligent decisions to pursue their financial goals.

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of living for today and planning for tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Through our thorough discovery process, we learn about you, your goals and constraints so we both understand where you’re starting from and where you want to go.

Our professionals have over 40 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

We are located in Austin and Dallas, Texas. Please give us a call, 512.264.3833.

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What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Advisory Based Services

You've worked hard and now its time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement. See our Advisory Based Services.

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Customized Solutions and Services

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments. See our Customized Solutions and Services.

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Client Service Model

We believe small businesses are the backbone of America. At Maugel and Purcell Financial Solutions, we do our utmost to help you thrive in today's competitive marketplace.

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Financial Planning Action Steps

Step 1: Discovery Session

Review the planning process.
Discuss your goals and fees associated with working together.
Determine if we are a good fit for one another.

Step 2:
Strategy & Solutions

Refine short/long term goals.
Review cash flow.
Review assets and liabilities.

Step 3:
Action & Review

Presentation of consolidated written financial plan.
Implement your custom plan.
Consolidate accounts.
Review progress.

Step 4:
Ongoing

Recommend two to four service contacts/year.
Plan updated as needed.
Update suitability per SEC requirements.

Learn How We Can Help You

Schedule a Meeting

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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