Timothy Maurice

Background

About Timothy Maurice

As a business owner or professional, you're probably thinking about your financial situation for yourself and your family as retirement looms. Do you have questions like:* Can my money work harder for me?* Where is the right place to put my money?* How do I gain an income edge with tax-advantaged strategies?* Could I potentially outlive my retirement savings?* Am I going to have enough in assets or income to secure my retirement? You can only get so far with Google and one-size-fits-all advice. At Penn Mutual Wealth Strategies, we take clients through an educational-based process that focuses on teaching the stuff we just aren’t taught in schools and walk through best practices when it comes to paying down debts (like student loans) and saving for the future. As a wealth strategist, my commitment to you is to provide unbiased, factual financial education as well as strategic financial planning for individuals who choose to realize their own personal wealth potential. Together, this involves reviewing different products and services that address asset protection, savings, and growth to create an all-encompassing, applicable financial plan. My process is very participatory as it involves you in the fact-finding and decision-making processes. Doing so provides the foundation for an open and trustworthy relationship which is critical for us to help you realize your personal and financial goals. If you are in need of a new or adjusted wealth strategy, then let’s chat. Whether or not we decide to work together, I am confident that our call will be full of insights and actionable steps that can help you grow financially. tmaurice@pennmutualws.com |(972) 814-5564