Comprehensive Financial Planning

This is more than just plugging numbers into a software program and looking at spreadsheets and graphs, this is about the rest of your life.  We are still involved in the lives of individuals we helped years ago. This is about having the freedom to live the life that you dream and being able to cope with any surprises that may occur.  We utilize the financial planning information to help you formulate a practical plan based on your lifestyle and goals.















“Our mission is to help inspire and educate individuals to take charge of their financial lives and to empower them through the transition process”


You can count on the fact that at some point, your life is likely to take an emotionally overwhelming turn.  A divorce, the death of a spouse, the sale of a business or a lifestyle change associated with your job-each one of these brings new responsibilities and questions.  For the past 20 years, The Maier Group, LLC has specialized in assisting clients through major life transitions.


Death/Divorce Planning

Comprehensive Financial Planning

Goal Based Investment Management

Concentrated Wealth

Insurance























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