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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.

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Disclosure

Jared Maher is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E63547), CO, FL, HI, IA, IL, MI, MN, MT, NC, ND, OR, PA, SD, TX, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

Jared Maher is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4650 Amber Valley Pkwy S, Fargo, ND, 58104, 701-433-7527. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, IA, IL, KS, MN, MO, MT, ND, NE, OR, PA, SD, TX, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jared Maher is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, HI, IA, IL, KS, MN, MO, MT, ND, NE, OR, PA, SD, TX, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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

Neither MAHER FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​