Business Details
Your Trusted Partner for Financial Planning Solutions
Maguire Financial Group has dedicated nearly four decades to providing sophisticated financial planning solutions for high-net-worth individuals and businesses. Our expertise spans asset protection, estate planning, business succession strategies, and tax optimization, serving influential clients including members of the Forbes 400. We combine deep technical knowledge with personalized service, collaborating closely with legal and tax advisors to create tailored solutions.Our principals bring extensive experience from leadership roles at top-tier firms, ensuring clients benefit from both institutional rigor and boutique-level attention. We prioritize long-term relationships built on trust, transparency, and a commitment to achieving optimal financial outcomes through innovative, forward-thinking strategies.
Services
Asset Protection Planning
Business Succession Planning
Estate Planning
Executive Incentive Planning
Tax Consulting
Highlights and features
- We offer 40 years of experience in high-net-worth financial planning.
- Our team works directly with principals for personalized service.
- We provide creative, non-formulaic approaches to complex financial challenges.
- Our customized plans align with individual client objectives and values.
- We collaborate with legal and tax professionals for comprehensive solutions.
Services
Asset Protection Planning
Our asset protection strategies shield clients from creditor claims and litigation risks through proactive structuring. We integrate legal and tax considerations to preserve wealth for future generations while ensuring compliance with evolving regulations. This service works alongside estate and succession plans to create holistic financial security frameworks.
Business Succession Planning
We develop customized succession strategies that ensure business continuity during ownership transfers. Our approach addresses tax implications, leadership development, and organizational infrastructure while aligning with personal financial objectives and family legacy goals for business owners.
Estate Planning
Our estate planning services utilize advanced techniques like trusts and tax-efficient gifting strategies to minimize estate taxes. We help affluent families create lasting legacies through structured wealth transfer plans that adapt to changing personal and regulatory circumstances.
Executive Incentive Planning
We design non-qualified incentive plans that align executive interests with business owners' goals. These customized arrangements enhance talent retention while offering flexibility beyond traditional qualified retirement plans through structures like phantom stock arrangements.
Tax Consulting
Led by a former KPMG tax partner, our tax consulting focuses on minimizing income and estate taxes during business transitions. We provide strategic guidance on complex tax matters while coordinating with existing accounting and legal advisors to implement effective solutions.
People
Tom Maguire
President
President of Maguire Financial Group with 40 years in financial planning. Former KPMG tax partner specializing in high-net-worth client services. Holds multiple professional certifications including CPA and CLU.
Penny Brown-Johnson
Senior advisor with expertise in executive incentive planning and business succession strategies. Collaborates with clients to develop customized financial solutions aligned with long-term objectives.
Questions
What financial planning services do you specialize in?
We specialize in asset protection, estate planning, business succession strategies, executive incentive planning, and tax consulting for high-net-worth individuals and businesses.
How do you approach client relationships differently?
We work directly with principals to provide personalized service, using creative problem-solving rather than standardized solutions while collaborating with clients' existing legal and tax advisors.
What experience do your advisors have?
Our team includes former Big Four accounting firm partners with decades of experience serving affluent clients, including members of the Forbes 400.
How do you handle complex tax situations?
Led by a former KPMG tax partner, we focus on minimizing tax liabilities during business transitions through strategic planning coordinated with existing accounting professionals.
Can you help with business leadership transitions?
Yes, we create customized succession plans addressing leadership development, ownership transfer, and organizational infrastructure while managing tax implications for business owners.
