At Maguire Financial Group, we pride ourselves on providing expert financial guidance to high-net-worth individuals, families, and businesses. For over 40 years, our professionals have been dedicated to helping our clients achieve their financial goals and ensure a stable financial future. As a trusted advisor to some of the most influential people in the U.S., including members of the Forbes 400, we understand the unique challenges and opportunities that come with extraordinary wealth.
Our Approach
Our team of experienced professionals takes a personalized approach to financial planning, working closely with each client to develop a customized plan that addresses their unique goals, objectives, and circumstances. We believe that every client is unique, and we adapt our approach to meet the specific needs of each individual or business. Our commitment to a creative and personalized approach has earned us a reputation for delivering exceptional results.
Our Services
We offer a comprehensive range of services designed to address the complex financial needs of high-net-worth individuals, families, and businesses. Our services include:
- Asset Protection Planning: In today's litigious world, protecting your assets from creditor claims or bankruptcy is critical. Our experts will work with you to develop a comprehensive plan that ensures the security of your family's assets.
- Business Succession Planning: As a business owner, ensuring the stability and continuity of your company is crucial. We will help you develop a customized succession plan that achieves your goals and objectives.
- Executive Incentive Planning: Motivate and retain your top performing employees with our innovative executive incentive planning services.
- Estate Planning: Our experienced professionals will help you develop a comprehensive estate plan that achieves your financial and personal goals, ensuring the lives of your children and future generations are enriched.
- Tax Consulting: Minimize your tax liability and maximize your wealth with our expert tax consulting services.
Our Team
Our team of experienced professionals is dedicated to delivering exceptional service and results. With decades of combined experience, our experts have a deep understanding of the complex financial needs of high-net-worth individuals, families, and businesses. Our team includes:
- Tom Maguire, CPA, CLU, ChFC, PFS, AEP: President of Maguire Financial Group and a renowned expert in high-net-worth financial planning.
What Sets Us Apart
At Maguire Financial Group, we stand out from the competition by offering a personalized approach to financial planning, built on a foundation of extensive experience, expert knowledge, and a commitment to delivering exceptional results. We believe that every client is unique, and we adapt our approach to meet the specific needs of each individual or business.
Excellent Experience with Tom
Tom's expertise in estate planning has been a game-changer for the Porter family. Family Estate Planning was the focus of David Porter's review, where he highlighted the significance of getting the family's estate situation planned to avoid potential losses and bring about family harmony. David gave Tom a 5-star rating and praised his responsiveness, engagement, and expertise.
Professionalism and Expertise
David was impressed with Tom's professionalism and expertise in estate planning. He commended Tom's ability to provide a framework for the family's estate, which could potentially save the family millions. David's review emphasized the importance of having a trusted and reliable expert like Tom to handle such a crucial matter.
Recommendation
David strongly recommended Tom's services, stating that he is "very responsive and engaging." This testimonial underscores Tom's excellent communication skills and ability to connect with clients, making the planning process smoother and more effective.
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