fbpx

Member Bill of Rights

We Seek to Provide Each Maycomb Member With the Following:

As A Maycomb Member We Seek to Provide You With:

I

A fixed-fee model that is based solely on the complexity of your situation and the time and resources required to serve you.  

II

A robust consultation and risk assessment intended to show you how much risk you are willing and may need to take to reach your goals.

III

A financial plan focused on your long-term goals for retirement, education planning, charitable giving, and other areas of potential interest to you.

IV

Peace of mind from knowing that your investments are held with institutional custodians, including TD Ameritrade.  

V

Investment recommendations consistent with decades of global market data, along with Nobel Prize-winning science.

VI

A personal and secure website where you can track the progress of your financial plan and investments.

VII

A virtual vault where you can store deeds, estate plans, insurance policies, and other important documents in one convenient location.

VIII

An offer to facilitate discussions among your accountant, estate planning attorney, and insurance professional.

IX

Quarterly performance reports.

X

An annual review.

Please Contact Us For A Complimentary Portfolio Review

LAKE TAHOE

880 Northwood Blvd. Suite S Incline Village, NV 89451

Richard Frankowski

direct dial: (775) 298-6136 richard@maycombwealth.com

 

3 + 12 =

BUCKHEAD

3455 Peachtree Rd. NE Suite 500 Atlanta, GA 30326

Keith Lichtman

direct dial: (470) 645-2133 keith@maycombwealth.com

Please Contact Us For A Complimentary Portfolio Review

LAKE TAHOE

880 Northwood Blvd. Suite S Incline Village, NV 89451

Richard Frankowski

direct dial: (775) 298-6136 richard@maycombwealth.com

 

BUCKHEAD

3455 Peachtree Rd. NE Suite 500 Atlanta, GA 30326

Keith Lichtman

direct dial: (470) 645-2133 keith@maycombwealth.com

12 + 8 =

© Copyright 2020 Maycomb Wealth Advisors LLC - All Rights Reserved

Privacy Policy | Disclaimer  | Maycomb Wealth Advisors LLC

Maycomb Wealth Advisors LLC Finance & Legal