Team

At Maugel and Purcell Financial Solutions, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

• Sustainable Growth Investing Strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management analysis
• Special needs planning
• College funding options and analysis

We also can answer your questions, including:

• Can I retire?
• Are my investments aligned with my goals and time horizon?
• Am I taking too much or too little risk to reach my goals?
• What’s a good approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have adequate life, disability and long-term care insurance for my self and my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.