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MAHER FINANCIAL GROUP

 

 

JARED J. MAHER, LUTCF
FINANCIAL ADVISER*

 

MACRO ASSET PERSPECTIVE® CERTIFIED

 The Macro Asset Perspective® is a unique

process incorporating principles of asset

allocation relative to risk tolerance and tax

treatment, to enhance and maximize future

net retirement income.

 

 Personalized Analysis – After an educational session you may request a personalized analysis.  Simply schedule a future session and complete a personal questionairre.  We will review your financial situation, assets, income, employee benefits, retirement plans, insurance programs, and estate planning.  After review we will compile your personal MAP™ evaluation including your current assets and current investing cash-flow, as well as a properly balanced alternative based on your risk tolerance and proven MAP™ principles to maximize your future net income and help accomplish your financial objectives.

 

 

 

What You Can Expect from MAP™

* You will discover the advantage of "Horizontal Diversification" between Pre-Tax and After-Tax assets. 

 

* You will gain confidence that your assets, employee benefits, retirement plans, investments, and insurance programs are appropriate for your stage in life and your tolerance for investment risk.

 

* You will become better equipped to organize your personal finances in a meaningful manner to help you attain all of your financial goals.

 

 

 

 Jared J. Maher is licensed to write insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of ND, MN, SD, PA, FL, and AZ. No insurance business may be conducted outside these state referenced.

Jared J. Maher is a Registered Representative offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.  2000 44th St. S. Suite 501, Fargo, ND 58103, (701)-237-4311. In this regard, this communication is strictly intended for individuals residing in the states of ND, MN, CO, PA, CA, FL, and AZ. No offers may be made or accepted from any resident outside the specific state referenced. 

 

*Jared Maher is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of ND, MN, CO, PA, CA, FL, and AZ. As such, these services are strictly intended for individuals residing in the specific states referenced.


MAHER FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC, or its affiliates.
 

 

 

 
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