Make Smarter Choices With Your Money
Whether you’re a Retiree, Retiree To Be, Business Owner, Executive or Young Professional, Mayes Financial has you covered. We understand that various stages in life have different financial needs and require tailored solutions to meet your evolving goals and dreams. The Mayes Financial planners will help you select the credible options to meet your financial, investment and retirement goals for each phase of your life.
For those in retirement, financial decisions in this stage of life require very careful planning since the needs of retirees are distinctly different than in the wealth-building years. In this phase, the primary focus is preserving your wealth and ensuring that your income needs are fully met.
Whether you’re retired or nearing retirement, money decisions for this stage of life require careful planning. The needs of Baby Boomers are distinctly different than wealth-building years and our firm at Mayes Financial specializes in providing long-term solutions for spending, investments, estate planning and more.
Business owners and executives require specific financial solutions that adapt to various industry stages. Our team at Mayes Financial and through our network of trusted professionals has extensively worked with small and medium busines owners in the Treasure Valley. Doctors, dentists, and other entrepreneurs have depended on our financial expertise to plan for success.
Financial decisions made as a young professional can last a lifetime. If you’re a young professional – whether married or single – developing a comprehensive financial plan that addresses and properly plans for home buying, investing, purchasing life insurance and much more, is essential.
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While tax and legal and estate issues may be discussed in the general course of financial and investment planning Mayes Financial does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor, Insurance, Consulting and Education services offered through Mayes Financial. Mayes Financial is a separate and unaffiliated entity from Advisory Alpha. Access the Firm ADV and Form CRS