MAY 2017 – Member Profile – Maupin Financial Advisors
Maupin Financial Advisors helping you make a plan for the future
Maupin Financial Advisors offers high-touch advisory services for moderate to high-net worth families and individuals through diversification, objective investing and decades of expertise. They have helped many individuals, professionals and business owner successfully retire over the years.
Located at 310 Citrus Ave. Maupin Financial Advisors provides clients exceptional service, customize strategies and smart thinking. They are passionately committed to both clients and guiding principles.
Powered by LPL Financial, the nation’s largest independent broker/dealer, the firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL financial has no proprietary products.
Maupin Financial Advisors ensures that the foundation of a plan-investment strategy, tax strategy, retirement planning and estate planning are properly set to support each other. Where applicable their approach balances your need for immediate income with longer-term goals for asset accumulation.
Protecting home, health, family and assets are a critical part of life planning. The Maupin Financial Advisors team will help you manage risk by determining the appropriate amount of insurance coverage needed in a variety of areas including life insurance and long-term care.
They work closely with your tax advisor to minimize lax liabilities at al stage of your life. They monitor you evolving tax circumstances and adjust your portfolio.
Maupin Financial Advisors believes retirement planning is a crucial element of financial planning, both before and during retirement.
Dave Maupin, a CERTIFIED FINANCIAL PLANNER is owner and founder of Maupin Financial Services. He has worked extensively in the field of financial management since 1985 and has built a multi-million dollar financial planning company delivering dynamic financial planning and independent advice to high-net worth families and individuals.
Phillip A Naman has over twenty years of dedicated financial planning experience. He has led his clients to pursuing financial success through Total Wealth Management, developing a comprehensive financial plan for asset management and debt reduction.
To learn more about Maupin Financial Service or to meet with Dave or Phillip call 909-798-1712 or contact them at firstname.lastname@example.org or email@example.com