Make Smarter Choices With Your Money
Turn your money into financial freedom with strategies that allow you to maximize your money.
Tenacious caring is going above and beyond to protect and serve the interest and well-being of others. It is expanded caring – far beyond lip service or merely going through the motions. It is about exceeding expectations. It is passionate, persistent and results-focused service with responsible and caring follow through. We live in a world where change and challenges may disrupt your plans, Tenacious Caring is our answer to meeting and exceeding the needs of the people we serve. More than a strategy; it is a mindset, our quest, and the way we work.
Our Process
The Mayes Process
The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Do you have a coordinated Income Plan keeping you on course to your goals?
An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.
Is your portfolio prepared for the transitions in your financial life?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.
Timely Market Insights
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets.
