At Maven Lane Financial Group, we bring a sense of home to dealing with the complexities of your financial life. When you are with us, you are with someone who cares. We will go above and beyond to create a plan that caters to your individual necessities and ambitions.
Our main objective has always been to closely familiarize ourselves with your unique circumstances, to help you reach your financial planning goals, and to guide you in creating a meaningful legacy.
The term maven was derived from the Yiddish word mayven and is defined as “one who understands”. We chose Maven Lane Financial Group because we believe this name uniquely reflects how we work with our clients. Our primary mission is to understand you, your wants, and your needs.
Making well-informed college savings, planning, admissions and funding decisions can help you send your child to the right college, potentially save you considerably on out-of-pocket college costs and avoid suffocating student loan debt.
When applying for Social Security, there are a lot of regulations that are difficult to understand. We use an advanced software to help you maximize and estimate what you should be receiving for payments.
These calculators are free to use as a resource for not only our clients, but anyone visiting our website. Try them out! If you would like to schedule a call to discuss a topic or calculation in more detail, please don't hesitate to contact us.
Our clientele ranges from retirees and individuals preparing for retirement, to young professionals looking for financial guidance as they continue to accumulate wealth and grow. Often, clients that come to us are professionals working in technology needing assistance with their stock options, complex benefits and investments, as well as financial planning, tax strategies, estate planning and insurance analysis.
Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.