Customized Solutions & Services

Let Us Learn About You and Your Goals and Answer Your Questions

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to help ensure that all of the pieces are working together to produce the most favorable results.

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.

At Maugel and Purcell Financial Solutions, we provide assistance in the following areas:

Investments

• Mutual Funds*
• Bonds*
• Common Stock*
• Educational IRA*
• Brokerage Accounts*
• Government Securities*
• Roth IRA*
• SEP IRA*
• Simple IRA*
• Treasury Bills*
• Traditional IRA*
• Treasury Notes*
• Variable Annuities* 

Financial Planning

• Retirement Planning*
• Distribution Planning*
• Tax Plans
• 401(k) Planning*
• 403(b) Planning*
• College Plans*
• Estate Plans*
• Money Purchase Plans*
• Profit Sharing Plans*

Insurance

• Disability Income*
• Life Insurance*
• Long Term Care Insurance*
• Group Benefits*