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Maynard & Associates Wealth Management

Maynard & Associates Wealth Management

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Striving for Success by

Working together to invest for today…and tomorrow

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Striving for Success by

Working together to make the most of your 401(k)

The 401(k) Optimizer® helps you customize your 401(k), 403(b), or 457 by recommending what to buy, when to buy and when to sell.

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Striving for Success by

Working together to leave a legacy

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Open an investment account with as little as $500.

Start building your portfolio today

In only a few minutes, you’ll be invested in a diversified portofolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless.

Get Started Today

 

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Resources

Useful Websites

 

ONLINE INVESTMENT ADVISOR PLATFORM:

  • Symbil

 

GOVERNMENT AGENCIES:

  • Internal Revenue Service
  • Social Security Administration

 

NEWS:

  • CNBC
  • News 14
  • New York Times
  • The Wall Street Journal
  • WFDD

 

CALCULATORS:

  • 401(k) and IRA Minimum Required Distribution Calculator
  • College Savings Calculator
  • Cost of Long Term Care
  • Loan Calculator
  • Retirement Calculator
  • Savings Calculator
  • Smart Bond Investing Accrued Interest Calculator

 

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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Contact info

  •   336.830.8445
  •   david@maynardwealth.com
Address:
500 West 5th Street
Suite 800
Winston-Salem, NC 27101

Securities offered through Securities Service Network, LLC, member FINRA/SIPC. Fee based advisory services offered through SSNAI, a registered investment advisor.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in the following states: FL, IL, MN, and NC.

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