Maynard Investment Management

Services

Investment Management
•        Individual discretionary portfolio management
Wealth Planning
•        Gifting & Other Estate Wealth Transfer Strategies
•        Managing and hedging concentrated stock positions
•        Tax Planning & Efficiency
•        Managing Executive Stock Options & Benefits
Financial Planning
•        Retirement Plans
•        Investment Plans
•        College Funding Plans
•        Insurance Plans
•        Personal Budgeting & Expense Analysis
•        Specific Goal Plans

For additional information on our services, please contact us so that
we can send you a copy of our brochure.

Services offered at Maynard Investment Management Include: