You work hard for your money. So why shouldn’t your money work hard for you?
The primary goal of our business is to provide our clients with financial security, increased cash flow, and a peace of mind about their future. We do this by using our unique process, a series of steps to help you build and protect your wealth by efficiently and effectively maximizing your money’s working and earning potential. Where conventional financial planners focus on income needs at retirement and usually recommend additional cash outlays in the form of additional products, we use a different approach.
At Maximum Wealth we know that your financial situation is unique. Because no two clients are the same, we use an individualized process with each client to uncover dollar waste and inefficiency levels in your personal spending that prevent you from achieving your maximum financial potential.
Your money maximizes its potential when every one of your dollars work together to further your immediate and future objectives. Determining the effectiveness and the efficiency of your money costs you nothing at Maximum Wealth.
If you choose to “do nothing” it can potentially cost you millions of dollars over your lifetime. With over 30 years in the financial services industry, Doug Jones knows that the secret to the accumulation of wealth about a financial education and managing your expenses, not about simply buying a stock or financial product. Contact Maximum Wealth to find out more about our unique process.
Work with us and receive:
- Your own personalized, comprehensive, and actionable financial plan
- Our assistance in implementing the recommendations that come with the plan
- Your own custom budgeting tool to help track your monthly income and expenses
- Unlimited email/phone support for any questions that arise
- Friendly support from a knowledgeable, compassionate team who truly want to help you succeed.
You’ll be in the hands of a trusted advisor who’ll listen carefully and take the necessary steps to help you reach your goals.
Doug has been in the financial services business for over 30 years. He knows all the ins and outs of the industry, and the vital secrets that the corporate financial advisers don’t tell you. He has a Chartered Life Underwriters degree from the American College of Financial Services, as well as several other business ventures including: commercial/residential real estate, tax planning, and manufacturing. Each of these areas of business has provided vast amounts of experience and knowhow that Doug uses everyday to assist people in their personal and professional financial planning.
His goal and passion has always been to help people better understand their money. He participates in weekly workshops and private consultations as a way to provide a comprehensive understanding about the truth of money and to dispel the myths and misconceptions presented by most financial planners and institutions. He has found that the majority of “conventional wisdom” surrounding financial planning is misguided. Once individuals discover the truth, they have the ability to make wiser and more educated decisions concerning their money, thus enabling them to stop relying on the opinions of others and start making decisions based on facts. In order for people to achieve maximum wealth, it is vital for them to understand how their hard-earned money is leaving them unknowingly and unnecessarily.