Maynard & Associates Wealth Management
Financial Service
Why pick this one
Maynard & Associates Wealth Management combines Social Security planning led by a former SSA employee with investment, retirement, and insurance planning.
Best for
- optimizing Social Security filing decisions
- integrating Social Security with a comprehensive retirement income plan
- retirement portfolios needing investment review and risk assessment
- life insurance and long-term care coverage planning
- Medicare enrollment and annual supplemental plan reviews
Specialties
- Social Security filing strategy
- retirement income planning
- investment portfolio planning
- life insurance planning
- long-term care insurance planning
- Medicare Supplement, Medicare Advantage, and Part D planning
Certifications
- Securities Service Network, LLC
- SSN Advisory, Inc.
- Highland Capital Brokerage Advisory Board
What makes them different
- Elizabeth Swanson worked for the Social Security Administration for over 12 years in multiple roles, including claims specialist
- David Maynard has over 20 years of experience in investment, life insurance, and long-term care planning
- The firm offers non-proprietary investment and insurance strategies
- The firm uses RetireUp software and an Income Stability Ratio calculation for retirement planning
- Medicare BackOffice provides access to agents licensed, contracted, and certified in all 50 states
Distilled from this business's own website.
Contact & Location
- Address
- 4400 Silas Creek Pkwy Ste 106, Winston Salem, NC 27104-3823
- Phone
- 13368308445
- Website
- https://www.maynardwealth.com
- david@maynardwealth.com
Services
- wealth management
- investment management
- retirement planning
- Social Security planning
- life insurance
- long-term care insurance
- Medicare planning