10 Core Firm Values

So much of what guides one's decisions, priorities and efforts are the values that are adhered to.  As we build the road map or plan to accomplish goals set out and build an Investment portfolio it is imperative that these values remain central.  

Fee-Only Fiduciary

We are independent. We solely work in a client's best interest. We don’t have quotas to hit or products to sell, so it frees us up to have the most authentic conversations, solve problems and serve with vigor and precision.  

Our Process

A thorough planning process is crucial to creating a more succinct and precise plan.  Often the focus is more on matters of projections, probabilities, and rates of return.  These are very important but only matter when you understand someone’s values, motivations and purpose.    

What's Your Risk Number?

 

 

DEFINE YOUR RISK NUMBER

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

ALIGN YOUR PORTFOLIO

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

DEFINE YOUR RETIREMENT GOALS

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase theprobability of success. 

Find Out Your Risk Number

How We Serve

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
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Investment Planning

It’s been said: What you sow, so shall you reap! When it comes to enjoying the fruits of your investment, truer words were never spoken. Even if you don’t have thousands of dollars to invest, simply taking the time deciding where to “park” the money until you need it can be a rewarding investment planning exercise.
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Retirement Planning

Everything we do – from choosing a career to managing career progressions at our employers – is presumably so we and our families and dependents can have a better life. But if we fail to plan for “Life after work”, all of the plans and effort we put into our working lives, could be jeopardized.
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Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
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Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.
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Cash Flow & Budget Planning

Cash flow and budget planning are crucial aspects of financial Planning. Cash flow refers to the movement of money in and out of a business or individual’s accounts.
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Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
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Meet Your Advisor
 

Phil Maguire

Phil Maguire

Founder & Wealth Advisor

Phil founded Maguire Stewardship Partners with a simple goal - to utilize his gifts by serving others in achieving their financial goals. Through his almost two-decade career he has found at the heart of it all, that people matter more than anything else.

Growing up in a small town, faith, family and community became central in forming his values. In his spare time, you have a better chance of finding Phil in a t-shirt, shorts and flip flops with his kids, family and friends than at a black-tie event.

 He has always believed there is a way to serve people professionally, competently and thoroughly while being authentic. Phil’s uncanny ability to make the complex simple as goals and priorities are navigated and achieved, brings a peace of mind and confidence so you can focus on what matters most to you.

The best financial advice comes with no strings attached.

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Blogs

5 Damaging Myths About Money Talks & the Facts Behind Them

Philip Maguire |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Philip Maguire |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...